BRETT WING
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Markets - - Securities Institute Education
2002 - Diploma of Financial Advising - - Securities Institute Education
2006 - Financial Plan Construction & Review - - Tribeca
2009 - CFP Certification Program - Certificate (AQF 1-4) - Financial Planning Association of Australia Limited
2009 - MFAA Equipment Finance Pack - - Mortgage & Finance Association of Australia
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2018 - Strategic Leadership Program - - Stanford University Graduate School of Business
2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Financial Services Institute of Australasia (FINSIA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.