Financial Adviser
· SYDNEY, NSW
Brett Stein
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004677
Brett Stein is a financial adviser based in Sydney, New South Wales, with 34 years of experience in the financial services industry. Brett is currently authorised under Partners Wealth Group Financial Advice 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 Diploma of Financial Planning from FPA. Brett 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
FPA
2010
ASX Accredited listed Product Adviser
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self-Managed Superannuation Funds
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education