Financial Adviser · SOUTH YARRA, VIC

Brendan John Milburn

36 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 000246070

Brendan John Milburn is a financial adviser based in South Yarra, Victoria, with 36 years of experience in the financial services industry. Brendan is currently authorised under South Yarra Financial Services Pty Ltd. Brendan 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 Graduate Diploma of Financial Planning from Kaplan Professional. Brendan is a member of CFP - Certified Financial Planner (FPA) and 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

1999

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

South Yarra Financial Services Pty Ltd

Jul 2020 - Present Current

Hillross Financial Services Limited

Jul 2011 - Jul 2020 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

SIRISTON GROUP LTD

Mar 2010 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register