Financial Adviser
· SYDNEY, NSW
Brett Morris Waller
No disciplinary history on record with ASIC
SYDNEY,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004610
About Brett Morris Waller
Brett Morris Waller is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Brett is currently authorised under Ord Minnett Limited, operating through Ord Minnett. Brett holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Brett's qualifications include a Certified Financial Planner from FPAS Singapore. Brett is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Certified Financial Planner
FPAS Singapore
2010
Life Risk Specialist
Deakin University
2012
Professional Diploma in Stockbroking
SAFAA
2020
Graduate Diploma in Financial Planning
Kaplan
2021
Masters in Financial Planning
Kaplan
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register