Brett Malcolm Waters
Financial Adviser in Cheltenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246201
- Location
- Cheltenham VIC 3192
- Licensee
- Kingston Private Wealth Pty Ltd (AFSL 514174)
- Authorised since
- 10 April 2019
- First provided advice
- 2003
- Qualifications
- Certified Financial Planner, Deakin University (2004); Graduate Diploma of Financial Planning, Securities Institute of Australia (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Diploma of Finance and Mortgage Broking Management, Kaplan Professional Education (2012); Accredited Listed Product Adviser Program, Kaplan Professional Education (2018)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia
- 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 Malcolm Waters
Brett Malcolm Waters is a financial adviser in Cheltenham, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000246201.
Brett provides advice as an authorised representative of Kingston Private Wealth Pty Ltd, which holds Australian financial services licence 514174. That authorisation dates from 10 April 2019.
The register records 2003 as the year Brett first provided financial advice. Qualifications and training on file include Certified Financial Planner (Deakin University, 2004), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2004) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
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 Malcolm Waters a registered financial adviser?
Yes. Brett Malcolm Waters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246201.
Which licensee does Brett Malcolm Waters work under?
Kingston Private Wealth Pty Ltd, Australian financial services licence 514174.
What can Brett Malcolm Waters 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.