Brett Maxwell Hartshorn
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002851
- Location
- Milton QLD 4064
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Arts, University of Sydney (2003); Bachelor of Commerce (Accounting), University of Sydney (2003); Corporations Law, University of Sydney (2003); Taxation & Strategies for Financial Planning, FINSIA (Kaplan Professional) (2007); Graduate Diploma of Financial Planning, Kaplan (formerly FINSIA) (2008); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2019); Ethics & Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Maxwell Hartshorn
On the Financial Advisers Register kept by ASIC, Brett Maxwell Hartshorn appears as a current financial adviser in Milton, Queensland, adviser number 001002851.
Brett provides advice as an authorised representative of Aia Financial Services Pty Limited, which holds Australian financial services licence 231109. The current authorisation started on 1 December 2021.
The register records 2006 as the year Brett first provided financial advice. Qualifications and training on file include Bachelor of Arts (University of Sydney, 2003), Bachelor of Commerce (Accounting) (University of Sydney, 2003) and Corporations Law (University of Sydney, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in SMSFs.”
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Questions people ask
Is Brett Maxwell Hartshorn a registered financial adviser?
Yes. Brett Maxwell Hartshorn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002851.
Which licensee does Brett Maxwell Hartshorn work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Brett Maxwell Hartshorn give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."