Brett Andrew Marchant
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309045
- Location
- Bendigo VIC 3550
- Licensee
- Strategem Investment Services Pty. Ltd. (AFSL 244222)
- Authorised since
- 20 March 2015
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Deakin University (1996); CFP Certification, FPF (2009); Diploma of Financial Planning, FPA (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2021)
- 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 Marchant
Brett Andrew Marchant is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bendigo, Victoria (adviser number 000309045).
Brett provides advice as an authorised representative of Strategem Investment Services Pty. Ltd., which holds Australian financial services licence 244222. That authorisation dates from 20 March 2015.
According to the register, Brett first provided financial advice in 2007. The qualifications listed for Brett include Bachelor of Commerce (Deakin University, 1996), CFP Certification (FPF, 2009) and Diploma of Financial Planning (FPA, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Marchant a registered financial adviser?
Yes. Brett Andrew Marchant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309045.
Which licensee does Brett Andrew Marchant work under?
Strategem Investment Services Pty. Ltd., Australian financial services licence 244222.
What can Brett Andrew Marchant 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.