Financial Adviser
· ERINA, NSW
Karl Simon Brooke
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261628
Karl Simon Brooke is a financial adviser based in Erina, New South Wales, with 8 years of experience in the financial services industry. Karl is currently authorised under Bd Financial Advisory Pty Ltd. Karl 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 Certified Financial Planner from FPA. Karl is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
University of Newcastle
2014
Diploma of Financial Planning
Kaplan
2017
Accredited Aged Care Professional
Aged Care Steps
2022
Certified Financial Planner
FPA
2023
Ethics and Professionalism for Financial Advice
Ethics - Kaplan