Financial Adviser
· SYDNEY, NSW
Brett Stene
No disciplinary history on record with ASIC
SYDNEY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242167
About Brett Stene
Brett Stene is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Brett is currently authorised under Ri Advice Group. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Bachelor of Commerce from The University of Western Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
1984
Bachelor of Commerce
The University of Western Australia
2003
Diploma of Financial Services (Financial Planning)
ThreeSixty
2004
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2017
Self Managed Superannuation Funds
Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
Registration History
Superannuation: Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register