Financial Adviser
· MAITLAND, NSW
Brett Puxty
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240009
Brett Puxty is a financial adviser based in Maitland, New South Wales, with 23 years of experience in the financial services industry. Brett is currently authorised under Ri Advice Group 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca. Brett 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register