Financial Adviser
· ASHGROVE, QLD
Brendan James Akeroyd
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316426
Brendan James Akeroyd is a financial adviser based in Ashgrove, Queensland, with 19 years of experience in the financial services industry. Brendan is currently authorised under Alliance Wealth Pty Ltd. Brendan 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 Bachelor of Business (Management) from University of Queensland. Brendan is a member of FBAA - Finance Brokers Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Management)
University of Queensland
2002
Bachelor of Commerce
University of Queensland
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register