Brett Charles Kimmorley
Financial Adviser in Edgecliff, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250109
- Location
- Edgecliff NSW 2027
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 1993
- Qualifications
- Bachelor of Business (Accounting), University of Technology Sydney (1981); CPA Program, CPA Australia Ltd (1989); Diploma of Financial Planning, Financial Advice Association of Australia Limited (1999); SMSF Specialist Advisor Program, SMSF Association Ltd (SMSF) (2006)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); SMSF Association; The Tax Institute
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Charles Kimmorley
Brett Charles Kimmorley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Edgecliff, New South Wales (adviser number 000250109).
Brett provides advice as an authorised representative of Bongiorno Wealth Management Pty Ltd, which holds Australian financial services licence 345313. That authorisation dates from 1 July 2010.
According to the register, Brett first provided financial advice in 1993. Qualifications and training on file include Bachelor of Business (Accounting) (University of Technology Sydney, 1981), CPA Program (CPA Australia Ltd, 1989) and Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1999). Brett is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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 Charles Kimmorley a registered financial adviser?
Yes. Brett Charles Kimmorley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250109.
Which licensee does Brett Charles Kimmorley work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Brett Charles Kimmorley 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; derivatives.