Financial Adviser
· BRISBANE, QLD
Brett Alan Jolley
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000703
Brett Alan Jolley is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry. Brett is currently authorised under Art Financial Advice Pty Ltd. Brett holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (International Business) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (International Business)
Queensland University of Technology
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Tax for Financial Advising
Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education