Brett Andrew Dillon
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000265081
- Location
- Erina NSW 2250
- Licensee
- BD Financial Advisory Pty Ltd (AFSL 502401)
- Authorised since
- 9 December 2017
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, FPA/Deakin University (2002); Certified Financial Planner, FPA (2009); Life Risk Specialist, FPA (2009); Margin Lending & Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Cavendish/University of Adelaide (2012)
- Memberships
- 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 Brett Andrew Dillon
Brett Andrew Dillon is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000265081.
The licensee Brett advises under is BD Financial Advisory Pty Ltd (AFS licence 502401). That authorisation dates from 9 December 2017.
According to the register, Brett first provided financial advice in 2004. The qualifications listed for Brett include Diploma of Financial Planning (FPA/Deakin University, 2002), Certified Financial Planner (FPA, 2009) and Life Risk Specialist (FPA, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Andrew Dillon a registered financial adviser?
Yes. Brett Andrew Dillon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265081.
Which licensee does Brett Andrew Dillon work under?
BD Financial Advisory Pty Ltd, Australian financial services licence 502401.
What can Brett Andrew Dillon 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.