BRIAN DAVID WIBBERLEY

Financial Adviser Β· Port Lincoln, SA

Registered

Registration Number

001001932

Registration Status

Registered

Location

Port Lincoln, SA 5606

Providing Advice Since

1990

Registration Date

16/11/2013

Financial Services Licensee

PROVIDENT STRATEGIES PTY LTD

Licence #000447616

πŸ“š Qualifications & Training

1981 - Bachelor of Agricultural Science - - University of Adelaide
1990 - Graduate Diploma in Business (Accounting) - - Monash Gippsland Institute of Advanced Education
2000 - Financial Planning Specialist - - Institute of Chartered Accountants
2011 - Specialist SMSF Advisor - - SMSF Association

🏒 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
The Tax Institute

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.