Financial Adviser
· THURGOONA, NSW
Brett Robert James
No disciplinary history on record with ASIC
THURGOONA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469144
Brett Robert James is a financial adviser based in Thurgoona, New South Wales, with 12 years of experience in the financial services industry since 2014. Brett is currently authorised under Gill And Co Advisory. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Brett is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
DFP5v2 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
TASACLv1 Commercial Law
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
SuperConcepts Specialist SMSF Course
The University of Adelaide
Registration History
Source: ASIC Financial Advisers Register