BRETT WRIGHT
Financial Adviser · Bonnet Bay, NSW
📚 Qualifications & Training
2008 - Regulatory Guide 146 Assessment - - KAPLAN
2008 - Risk Management - Other - Kaplan
2008 - Superannuation and Retirement Planning - Other - Kaplan
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2016 - SMSF Practitioner Program - - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.