Financial Adviser
· TANUNDA, SA
Brett Jace Grocke
No disciplinary history on record with ASIC
TANUNDA,
SA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238827
Practice
Tanunda, SA (practice address on ASIC register)
Licensed through Alliance Wealth
About Brett Jace Grocke
Brett Jace Grocke is a financial adviser based in Tanunda, South Australia, with 10 years of experience in the financial services industry since 2016. Brett works at Prosperity Wealth & Advice, which is licensed through Alliance Wealth. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Bachelor of Commerce (Financial Planning and Finance) from Deakin University. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Financial Planning and Finance)
Deakin University
2017
Self Managed Superannuation Funds Program
Kaplan Professional
2021
Aged and Disability Care Specialist Adviser Course
Mentor Education
2024
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
AIW DEALER SERVICES PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register