Financial Adviser
· VARSITY LAKES, QLD
Rebecca Anne Brett
No disciplinary history on record with ASIC
VARSITY LAKES,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252832
Practice
Varsity Lakes, QLD (practice address on ASIC register)
Licensed through SGN Financial
About Rebecca Anne Brett
Rebecca Anne Brett is a financial adviser based in Varsity Lakes, Queensland, with 9 years of experience in the financial services industry since 2017. Rebecca works at Sterling Private Wealth, which is licensed through Sgn Financial. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rebecca's qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan
2019
Master of Applied Finance (Financial Planning)
Charles Sturt University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
MERITUM FINANCIAL GROUP PTY LTD
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register