WILLIAM SCOTT BRENNAN

Financial Adviser ยท Edgecliff, NSW

Registered

Registration Number

001309560

Registration Status

Registered

Location

Edgecliff, NSW 2027

Providing Advice Since

2024

Registration Date

21/05/2024

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

๐Ÿ“š Qualifications & Training

2019 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

โ„น๏ธ 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.