Brett Douglas Waldock
Financial Adviser in Malaga, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233715
- Location
- Malaga WA 6090
- Licensee
- MFG Advice Pty Ltd (AFSL 499010)
- Authorised since
- 1 September 2024
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, AAMC Training Group (2015); Advanced Diploma of Financial Planning, Mentor Education (2018); Australian Taxation Law, Mentor Education (2018); Commerical Law, Mentor Education (2018); Self Managed Superannuation Fund Advice, Mentor (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Margin Lending is excluded.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Douglas Waldock
On the Financial Advisers Register kept by ASIC, Brett Douglas Waldock appears as a current financial adviser in Malaga, Western Australia, adviser number 001233715.
Brett provides advice as an authorised representative of MFG Advice Pty Ltd, which holds Australian financial services licence 499010. That authorisation dates from 1 September 2024.
The register records 2015 as the year Brett first provided financial advice. The qualifications listed for Brett include Diploma of Financial Planning (AAMC Training Group, 2015), Advanced Diploma of Financial Planning (Mentor Education, 2018) and Australian Taxation Law (Mentor Education, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Margin Lending is excluded.”
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Questions people ask
Is Brett Douglas Waldock a registered financial adviser?
Yes. Brett Douglas Waldock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233715.
Which licensee does Brett Douglas Waldock work under?
MFG Advice Pty Ltd, Australian financial services licence 499010.
What can Brett Douglas Waldock give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Margin Lending is excluded."