Financial Adviser
· KENT TOWN, SA
Brett Daniel Handke
No disciplinary history on record with ASIC
KENT TOWN,
SA
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295778
Brett Daniel Handke is a financial adviser based in Kent Town, South Australia, with 21 years of experience in the financial services industry since 2005. Brett is currently authorised under Wealth Iq Group, operating through Cm Financial Planning. 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 Graduate Diploma of Applied Finance & Investment from FINSIA. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Graduate Diploma of Applied Finance & Investment
FINSIA
2011
ASX Accredited Listed Products Adviser (ALPHA) Program
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
N/A
APS MELB PTY LTD
Source: ASIC Financial Advisers Register