Financial Adviser
· BUNBURY, WA
Brian Castieau
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296136
Brian Castieau is a financial adviser based in Bunbury, Western Australia, with 26 years of experience in the financial services industry. Brian is currently authorised under Integralife Pty Ltd. Brian 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 from Financial Planning Association of Australiia. Brian is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1984
Bachelor of Arts
The University of Western Australia
1985
Diploma in Education
The University of Western Australia
2002
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Certified Financial Planner
Financial Planning Association of Australiia
2016
SMSF Specialist Advisor
SMSF Association
2018
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2020
Financial Advice Regulation (Intensive)
Regulation & Legal Obligations - Deakin University
2021
Client Engagement Skills
Behavioural Finance - Kaplan
Registration History
PARTNERSHIP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register