Financial Adviser
· BENDIGO, VIC
Brett Andrew Marchant
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309045
Brett Andrew Marchant is a financial adviser based in Bendigo, Victoria, with 19 years of experience in the financial services industry. Brett is currently authorised under Strategem Investment Services Pty. Ltd.. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification from FPF. Brett is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
Deakin University
2009
CFP Certification
FPF
2009
Diploma of Financial Planning
FPA
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register