Financial Adviser · BENDIGO, VIC

Brett Andrew Marchant

BENDIGO, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000309045

Currently at

Strategem Investment Services

Bendigo, VIC (firm address)

View firm profile

Brett Andrew Marchant is a financial adviser based in Bendigo, Victoria, with 19 years of experience in the financial services industry since 2007. Brett is currently authorised under Strategem Investment Services. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Brett's qualifications include a CFP Certification from FPF. Brett is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce

Deakin University

2009

CFP Certification

FPF

2009

Diploma of Financial Planning

FPA

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Strategem Investment Services Pty. Ltd.

Mar 2015 - Present Current

Source: ASIC Financial Advisers Register