Brett Allan Shoemark
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314641
- Location
- Ballina NSW 2478
- Licensee
- Capital Advice Partners Pty Ltd (AFSL 487884)
- Authorised since
- 4 January 2017
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Accounting and Finance), Southern Cross University (2006); Diploma of Financial Planning, Kaplan Professional Education (2007); Certificate IV in Finance and Mortgage Broking, Australasian Academy of Mentoring and Coaching Training Group (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Self Managed Superannuation Funds, Mentor Education (2011)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- 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 Brett Allan Shoemark
Brett Allan Shoemark is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 000314641).
The licensee Brett advises under is Capital Advice Partners Pty Ltd (AFS licence 487884). That authorisation dates from 4 January 2017.
The register records 2007 as the year Brett first provided financial advice. The qualifications listed for Brett include Bachelor of Business (Accounting and Finance) (Southern Cross University, 2006), Diploma of Financial Planning (Kaplan Professional Education, 2007) and Certificate IV in Finance and Mortgage Broking (Australasian Academy of Mentoring and Coaching Training Group, 2008). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
Brett 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 Brett Allan Shoemark a registered financial adviser?
Yes. Brett Allan Shoemark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314641.
Which licensee does Brett Allan Shoemark work under?
Capital Advice Partners Pty Ltd, Australian financial services licence 487884.
What can Brett Allan Shoemark 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.