Financial Adviser · UNDERWOOD, QLD

Brett Andrew Leman

26 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000263294

Brett Andrew Leman is a financial adviser based in Underwood, Queensland, with 26 years of experience in the financial services industry. Brett is currently authorised under Alliance Wealth 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Services (Financial Planning)

Intergratec

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning

Registration History

Alliance Wealth Pty Ltd

May 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Millennium 3 Financial Services Pty Ltd

Feb 2004 - May 2024 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register