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

Brent Anthony Story

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000464810

Brent Anthony Story is a financial adviser based in Newstead, Queensland, with 14 years of experience in the financial services industry. Brent is currently authorised under Akumin Financial Planning Pty Limited. Brent 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Business
University of Southern Queensland
2009
FIN1103 Financial Markets
University of Southern Queensland
2012
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2015
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2015
Margin Lending
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
A.C.N. 140 520 225 PTY LTD
Sep 2014 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register