Financial Adviser · GOODWOOD, SA

Brett Lee Crabtree

25 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 000229193

Brett Lee Crabtree is a financial adviser based in Goodwood, South Australia, with 25 years of experience in the financial services industry. Brett is currently authorised under Insight Investment Services 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). Brett holds a Diploma of Financial Planning from Deakin University & FPA. Brett is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Adviser is not authorised to provide advice regarding Self managed Superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Deakin University & FPA

Registration History

Insight Investment Services Pty Ltd

Sep 2023 - Present Current

Adviser is not authorised to provide advice regarding Self managed Superannuation funds

NEO FINANCIAL SOLUTIONS PTY LTD

Dec 2019 - Aug 2023 Ceased

Not authorised for Self-Managed Superannuation Funds.

Ti Securities Group Pty Ltd

Mar 2019 - Dec 2019 Ceased

EXELSUPER ADVICE PTY LTD

May 2015 - Feb 2019 Ceased

FINANCIAL ADVISORY SERVICES PTY. LTD.

May 2003 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register