Brendan John Milburn
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246070
- Location
- South Yarra VIC 3141
- Licensee
- South Yarra Financial Services Pty Ltd (AFSL 521479)
- Authorised since
- 2 July 2020
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1999); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan John Milburn
Brendan John Milburn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000246070).
Brendan provides advice as an authorised representative of South Yarra Financial Services Pty Ltd, which holds Australian financial services licence 521479. That authorisation dates from 2 July 2020.
The register records 1990 as the year Brendan first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1999) and Graduate Diploma of Financial Planning (Kaplan Professional, 2022). Brendan is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Brendan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 John Milburn a registered financial adviser?
Yes. Brendan John Milburn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246070.
Which licensee does Brendan John Milburn work under?
South Yarra Financial Services Pty Ltd, Australian financial services licence 521479.
What can Brendan John Milburn give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.