Brett Stephenson is a financial adviser based in Alexandra Headland, Queensland, with 13 years of experience in the financial services industry. Brett is currently authorised under Infocus Securities Australia 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 Master of Business Administration from University of New England. Brett is a member of Association of Independently Owned Financial Professionals (AIOFP) and FINSIA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities excludes direct equities advice
Authorised to provide tax financial advice services
Registration History
Apr 2025 - Present
Current
Securities excludes direct equities advice
Sep 2022 - Apr 2025
Ceased
Jul 2020 - Sep 2022
Ceased
Jan 2020 - Jul 2020
Ceased
AAN WEALTH MANAGEMENT PTY LTD
Nov 2019 - Jan 2020
Ceased
Sep 2019 - Jan 2020
Ceased
TRADE WIND FINANCIAL SERVICES PTY LTD
Apr 2019 - Aug 2019
Ceased
ELDERS FINANCIAL PLANNING PTY LTD
Apr 2018 - May 2019
Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
DOVER FINANCIAL ADVISERS PTY LTD
Dec 2016 - Apr 2018
Ceased
Aug 2016 - Dec 2016
Ceased
Superannuation Excludes Self-Managed Super Funds
Dec 2015 - Aug 2016
Ceased
A.C.N. 140 520 225 PTY LTD
May 2015 - Dec 2015
Ceased
Advice on superannuation excludes self managed superannuation funds.
Mar 2015 - May 2015
Ceased
May 2013 - Apr 2014
Ceased
Source: ASIC Financial Advisers Register