Financial Adviser · SARATOGA, NSW

Brian Perrin

34 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 000282348

Brian Perrin is a financial adviser based in Saratoga, New South Wales, with 34 years of experience in the financial services industry. Brian is currently authorised under Insight Investment Services 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). Brian holds a Advanced Diploma of Financial Planning from International Institute of Technology. Brian 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

Restrictions: Adviser DOES NOT have authorisation to provide advice regarding the following products:- Self Managed-Superannuation Funds- Margin Lending- Direct Equities

Authorised to provide tax financial advice services

Qualifications and Training

2019

Advanced Diploma of Financial Planning

International Institute of Technology

Registration History

Insight Investment Services Pty Ltd

Jul 2024 - Present Current

Adviser DOES NOT have authorisation to provide advice regarding the following products:- Self Managed-Superannuation Funds- Margin Lending- Direct Equities

Alliance Wealth Pty Ltd

Sep 2023 - Jun 2024 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

NEXTGEN FINANCIAL GROUP PTY LTD

Apr 2017 - Sep 2023 Ceased

Excluding Self Managed Superannuation Funds & Standard Margin Lending

Consultum Financial Advisers Pty Ltd

Nov 2012 - Apr 2017 Ceased

Source: ASIC Financial Advisers Register