Brett Kimmorley Financial Planner Report

Name:
Brett Charles Kimmorley

Rep Number:
000250109

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2010-07-01 onwards

Location:
Edgecliff, , NSW, 0

Licensee
Name:

Number:
000345313

Appointed By
Name:
Bongiorno Wealth Management Pty Ltd

Licence Number:
000345313

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
UTS
Bachelor of Business
CPA Australia
CPA Program
Kaplan Professional Education
Certificate IV in Finance & Mortgage Broking
FPA
Certified Financial Planner
Deakin
Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
SMSF Association
The Tax Institute