Financial Adviser
· EDGECLIFF, NSW
William Scott Brennan
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309560
William Scott Brennan is a financial adviser based in Edgecliff, New South Wales, with 2 years of experience in the financial services industry. William is currently authorised under Bongiorno Wealth Management Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning) from The University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce (Financial Planning)
The University of Wollongong
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education