Financial Adviser
· BAYVIEW HEIGHTS, QLD
Brett Kenneth Aitken
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000410970
Brett Kenneth Aitken is a financial adviser based in Bayview Heights, Queensland, with 19 years of experience in the financial services industry. Brett is currently authorised under Fintegrity Wealth Advisers 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 Services (Financial Planning) from Kaplan. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2011
Taxation Planning
Kaplan
Registration History
Authorisations: Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by aRegistered Life Insurance Company that are backed by one or more of its statutoryfunds; andb) Life Risk Insurance products as well as any products issued by a Registered LifeInsurance Company that are backed by one or more of its statutory funds;
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register