Brett Lee Crabtree
Financial Adviser in Goodwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229193
- Location
- Goodwood SA 5034
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 1 September 2023
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Deakin University & FPA (2003)
- 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
- Restriction
- Adviser is not authorised to provide advice regarding Self managed Superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Lee Crabtree
Brett Lee Crabtree is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Goodwood, South Australia (adviser number 000229193).
The licensee Brett advises under is Insight Investment Services Pty Ltd (AFS licence 309996). The current authorisation started on 1 September 2023.
According to the register, Brett first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Planning (Deakin University & FPA, 2003). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Adviser is not authorised to provide advice regarding Self managed Superannuation funds.”
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Questions people ask
Is Brett Lee Crabtree a registered financial adviser?
Yes. Brett Lee Crabtree is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229193.
Which licensee does Brett Lee Crabtree work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Brett Lee Crabtree 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. It also records this restriction: "Adviser is not authorised to provide advice regarding Self managed Superannuation funds."