BRIAN MARTIN WILLETT

Financial Adviser · Sutherland, NSW

Registered

Registration Number

000301493

Registration Status

Registered

Location

Sutherland, NSW 2232

Providing Advice Since

2005

Registration Date

09/07/2014

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

📚 Qualifications & Training

1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales
2005 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
2020 - FASEA Exam - Bachelor Degree (AQF 7) - FASEA

🏢 Professional Memberships

CPA Australia (CPA)

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.