Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMBERWELL, VIC

Brett Muir

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000341435

Brett Muir is a financial adviser based in Camberwell, Victoria, with 17 years of experience in the financial services industry. Brett is currently authorised under Akumin Financial Planning Pty Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Higher Education Pty Limited
2009
Bachelor of Finance
La Trobe University
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Oct 2009 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register