Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Brett Maxwell Hartshorn

20 Years experience
Tax advice
authorised
Currently at
Aia Financial Services Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001002851

Brett Maxwell Hartshorn is a financial adviser based in Milton, Queensland, with 20 years of experience in the financial services industry. Brett is currently authorised under Aia Financial Services Pty Limited. 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 Bachelor of Arts from University of Sydney. Brett is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide advice in SMSFs.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Arts
University of Sydney
2003
Bachelor of Commerce (Accounting)
University of Sydney
2003
Corporations Law
University of Sydney
2007
Taxation & Strategies for Financial Planning
FINSIA (Kaplan Professional)
2008
Graduate Diploma of Financial Planning
Kaplan (formerly FINSIA)
2019
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aia Financial Services Pty Limited
Dec 2021 - Present Current
Not authorised to provide advice in SMSFs.
Commonwealth Financial Planning Limited
Jun 2006 - Nov 2021 Ceased
Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register