Financial Adviser · CREMORNE, VIC

Brett John Mahony

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250445

Brett John Mahony is a financial adviser based in Cremorne, Victoria, with 24 years of experience in the financial services industry. Brett is currently authorised under Charter Financial Planning 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 Bachelor of Economics from Monash University.

Authorised to Advise On

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

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

1993

Bachelor of Economics

Monash University

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2015

SMSF Course

Mentor Education Pty Ltd

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register