Financial Adviser
· BONNET BAY, NSW
Brett Wright
No disciplinary history on record with ASIC
BONNET BAY,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000331988
Brett Wright is a financial adviser based in Bonnet Bay, New South Wales, with 18 years of experience in the financial services industry since 2008. Brett is currently authorised under Personal Financial Services. 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 Diploma of Financial Services (Financial Planning) from Kaplan. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Regulatory Guide 146 Assessment
KAPLAN
2008
Risk Management
Kaplan
2008
Superannuation and Retirement Planning
Kaplan
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2016
SMSF Practitioner Program
SMSF Association
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register