Brett Muir
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341435
- Location
- Camberwell VIC 3124
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 October 2009
- First provided advice
- 2009
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2008); Bachelor of Finance, La Trobe University (2009); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Muir
Brett Muir is a financial adviser in Camberwell, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000341435.
The licensee Brett advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 October 2009.
The register records 2009 as the year Brett first provided financial advice. The qualifications listed for Brett include Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2008), Bachelor of Finance (La Trobe University, 2009) and Diploma of Financial Services (Finance/Mortgage Broking Management) (Kaplan Higher Education Pty Limited, 2012).
Brett is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Brett Muir a registered financial adviser?
Yes. Brett Muir is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341435.
Which licensee does Brett Muir work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brett Muir 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."