Brendan James Akeroyd
Financial Adviser in Ashgrove, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316426
- Location
- Ashgrove QLD 4060
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 February 2023
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Management), University of Queensland (2002); Bachelor of Commerce, University of Queensland (2002); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Professional (2012)
- Memberships
- FBAA - Finance Brokers Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan James Akeroyd
On the Financial Advisers Register kept by ASIC, Brendan James Akeroyd appears as a current financial adviser in Ashgrove, Queensland, adviser number 000316426.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 1 February 2023.
The register records 2007 as the year Brendan first provided financial advice. The qualifications listed for Brendan include Bachelor of Business (Management) (University of Queensland, 2002), Bachelor of Commerce (University of Queensland, 2002) and Diploma of Financial Services (Financial Planning) (Tribeca, 2007). Brendan is recorded as a member of FBAA – Finance Brokers Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendan James Akeroyd a registered financial adviser?
Yes. Brendan James Akeroyd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316426.
Which licensee does Brendan James Akeroyd work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Brendan James Akeroyd give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.