Financial Adviser
· BRISBANE, QLD
Brett Peter Boardman
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005951
Brett Peter Boardman is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry. Brett is currently authorised under Morgans Financial Limited. Brett holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of International Business
Griffith University
2002
Graduate Diploma in Applied Finance and Investment
FINSIA
2002
SDIA Accreditation Program Assessment
Securities & Derivatives Industry Association
2007
Master of Applied Finance
Macquarie University
2020
Ethics and Professional Relationships
Ethics - QUT