Brent Anthony Story
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464810
- Location
- Newstead QLD 4006
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 21 September 2015
- First provided advice
- 2012
- Qualifications
- Bachelor of Business, University of Southern Queensland (2007); FIN1103 Financial Markets, University of Southern Queensland (2009); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2015); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2015); Margin Lending, Kaplan Higher Education Pty Limited (2015); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brent Anthony Story
Brent Anthony Story is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newstead, Queensland (adviser number 000464810).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 21 September 2015.
According to the register, Brent first provided financial advice in 2012. The qualifications listed for Brent include Bachelor of Business (University of Southern Queensland, 2007), FIN1103 Financial Markets (University of Southern Queensland, 2009) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Brent Anthony Story a registered financial adviser?
Yes. Brent Anthony Story is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464810.
Which licensee does Brent Anthony Story work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brent Anthony Story 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."