Financial Adviser
· ERINA, NSW
Brett Vincent Call
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321027
Brett Vincent Call is a financial adviser based in Erina, New South Wales, with 18 years of experience in the financial services industry. Brett is currently authorised under Bd Financial Advisory Pty Ltd. Brett 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 from University of New England. Brett is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
University of New England
2008
SMSF
CPA
2010
ALPA
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2011
Advanced Diploma of Financial Services
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
APS MELB PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register