Financial Adviser · WARRNAMBOOL, VIC

John Stephen Brereton

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000265113

John Stephen Brereton is a financial adviser based in Warrnambool, Victoria, with 25 years of experience in the financial services industry. John is currently authorised under Akumin Financial Planning Pty Limited. John 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 Commerce from Deakin University.

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

1998

Bachelor of Commerce

Deakin University

2003

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2011

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2012

SMSF Specialist Advisor Program

SMSF Association

2016

Margin Lending

Australian Financial Review Professional Education

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

May 2013 - Present Current

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

Infocus Securities Australia Pty Ltd

Feb 2010 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register