Financial Adviser
· BALCATTA, WA
Keith Dearn Brown
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323903
Keith Dearn Brown is a financial adviser based in Balcatta, Western Australia, with 20 years of experience in the financial services industry. Keith is currently authorised under Oreana Financial Services Pty Ltd. Keith 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 Diploma of Financial Services from FINSIA. Keith is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bsc (Hons) in Business studies specializing in Economics and Marketing
Surrey University (UK)
2000
Investment Management Certificate
Institute of Investment Management and Research (UK)
2006
Diploma of Financial Services
FINSIA
2014
Self Managed Super Funds
Kaplan Professional