Financial Adviser
· SYDNEY, NSW
Brendan James Krone
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003805
Brendan James Krone is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Brendan is currently authorised under Doctors Financial Services Pty Limited. Brendan holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Economics
Macquarie University
2002
Graduate Diploma in Applied Finance & Investment
Securities Institute (Kaplan Professional)
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register