Financial Adviser
· GEELONG, VIC
Brett Ricchini
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000801
Brett Ricchini is a financial adviser based in Geelong, Victoria, with 28 years of experience in the financial services industry. Brett is currently authorised under Financial Index Australia 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). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Commerce (Accounting and Law)
Deakin University
2004
Advanced Diploma of Financial Services (Financial Planning)
Triebca/Kaplan Professional
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2013
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional