Financial Adviser · NEW LAMBTON, NSW

Brett James Cruden

11 Years experience

Tax advice
authorised

Currently at

Brighton, VIC

View firm profile

ASIC Registered · ADV 001007496

Brett James Cruden is a financial adviser based in New Lambton, New South Wales, with 11 years of experience in the financial services industry. Brett is currently authorised under Spark Advisors Australia 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 Business from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide Self Managed Superannuation Fund advice.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business

University of Newcastle

2015

Diploma of Financial Planning

TAFE NSW

2016

Advanced Diploma of Financial Planning

TAFE NSW

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2025

Client Engagement Skills

Behavioural Finance - Kaplan

2025

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan

Registration History

Spark Advisors Australia Pty Ltd

Apr 2025 - Present Current

Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide Self Managed Superannuation Fund advice.

Axies Pty. Ltd.

Sep 2022 - Mar 2025 Ceased

Authority excludes advice in Direct Equities and SMSF

Millennium 3 Financial Services Pty Ltd

Jul 2019 - Mar 2022 Ceased

Government Debentures, Stocks or Bonds: class of product only. Not authorised to provide SMSF advice.

Matrix Planning Solutions Limited

May 2017 - Jun 2019 Ceased

Excludes SMSF

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Sep 2016 - Jan 2017 Ceased

Bridges Financial Services Pty Limited

Apr 2015 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register