Financial Adviser · MELBOURNE, VIC

Brett Sydney-smith

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000462636

Currently at

Melbourne, VIC

View firm profile

Brett Sydney-smith is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Brett is currently authorised under Endeavor Asset Management, operating through Ffa Fp. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a CFP from Professional Designations - Financial Planning Association of Australia. Brett is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business (Management and Sport Management)

Edith Cowan University

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

CFP

Professional Designations - Financial Planning Association of Australia

2014

Self Managed Superannuation Funds

Kaplan Professional Education

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Jan 2024 - Feb 2025 Ceased

Government Debentures, Stocks or Bonds (Class of product only)

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2014 - Sep 2018 Ceased

UNIFIED FINANCIAL SERVICES PTY LTD

Dec 2010 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register