Financial Adviser
· BALLINA, NSW
Brett Allan Shoemark
No disciplinary history on record with ASIC
BALLINA,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314641
Brett Allan Shoemark is a financial adviser based in Ballina, New South Wales, with 19 years of experience in the financial services industry since 2007. Brett is currently authorised under Capital Advice Partners. 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 Bachelor of Business (Accounting and Finance) from Southern Cross University. Brett is a member of Stockbrokers and Investment Advisers Association (SIAA).
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
2006
Bachelor of Business (Accounting and Finance)
Southern Cross University
2007
Diploma of Financial Planning
Kaplan Professional Education
2008
Certificate IV in Finance and Mortgage Broking
Australasian Academy of Mentoring and Coaching Training Group
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2011
Self Managed Superannuation Funds
Mentor Education
Registration History
MAGNITUDE GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register