Brennan Mitchell
Financial Adviser in Melbourne, Victoria, Australia
Review Brennan Mitchell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001008842
- Location
- Melbourne VIC 3000
- Licensee
- Zurich Assure Australia Pty Limited (AFSL 538863)
- Authorised since
- 1 February 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Economics and Finance), RMIT University (2009); Diploma of Financial Planning, Mentor Education (2013); Margin Lending, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Mentor Education (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Superannuation Funds, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax & Super Australia (TSA)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About Brennan Mitchell
Brennan Mitchell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001008842).
Brennan provides advice as an authorised representative of Zurich Assure Australia Pty Limited, which holds Australian financial services licence 538863. That authorisation dates from 1 February 2023.
The register records 2010 as the year Brennan first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics and Finance) (RMIT University, 2009), Diploma of Financial Planning (Mentor Education, 2013) and Margin Lending (Kaplan Professional, 2015). Brennan is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax & Super Australia (TSA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Brennan Mitchell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brennan Mitchell a registered financial adviser?
Yes. Brennan Mitchell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008842.
Which licensee does Brennan Mitchell work under?
Zurich Assure Australia Pty Limited, Australian financial services licence 538863.
What can Brennan Mitchell give advice on?
The register lists these advice areas: superannuation; life risk insurance.