Brett smith Financial Planner Report

Name:
Brett Sydney-smith

Rep Number:
000462636

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2014-08-01 onwards

Location:
Abbotsford, , VIC, 0

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

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

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
Edith Cowan University
Bachelor of Business (Management and Sport Management)
Financial Planning Association of Australia
CFP - Certified Financial Planner
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)