Brett McPherson
Financial Adviser in Lismore, New South Wales, Australia
Review Brett McPherson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001000805
- Location
- Lismore NSW 2480
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 29 August 2022
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, Flinders University of South Australia (2003); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Self Managed Superannuation Funds, Kaplan (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Margin Lending, Kaplan (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett McPherson
Brett McPherson is a financial adviser in Lismore, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000805.
Brett provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. The current authorisation started on 29 August 2022.
According to the register, Brett first provided financial advice in 2009. Qualifications and training on file include Bachelor of Commerce (Flinders University of South Australia, 2003), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Self Managed Superannuation Funds (Kaplan, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Brett McPherson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brett McPherson a registered financial adviser?
Yes. Brett McPherson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000805.
Which licensee does Brett McPherson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Brett McPherson 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.