Financial Adviser
· NORTH WOLLONGONG, NSW
Brian Martin Willett
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301493
Brian Martin Willett is a financial adviser based in North Wollongong, New South Wales, with 21 years of experience in the financial services industry. Brian is currently authorised under Gill And Co Advisory Pty Ltd. Brian 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 The University of New South Wales. Brian is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Commerce
The University of New South Wales
2005
Graduate Diploma of Financial Planning
Securities Institute of Australia
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2020
FASEA Exam
FASEA
Registration History
PRIVATE WEALTH PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register