Financial Adviser
· PERTH, WA
Brett Stapleton
No disciplinary history on record with ASIC
21
Years experience
ASIC Registered · ADV 001001840
Brett Stapleton is a financial adviser based in Perth, Western Australia, with 21 years of experience in the financial services industry. Brett is currently authorised under Canaccord Genuity Financial Limited. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Business from Edith Cowan University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2005
ASX Accredited Derivatives Adviser
Tribeca
2006
Bachelor of Business
Edith Cowan University
2015
Diploma of Financial Planning
Monarch Institute
2020
Financial Adviser Exam
FASEA
2020
Graduate Diploma of Financial Planning
Kaplan