Brett Raymond Stokes
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325465
- Location
- Caringbah NSW 2229
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 15 May 2008
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), ThreeSixty (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2009); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2012); SMSF Course, University of Adelaide (2014); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- MFAA - Mortgage & 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, 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 Raymond Stokes
Brett Raymond Stokes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caringbah, New South Wales (adviser number 000325465).
The licensee Brett advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 15 May 2008.
The register records 2008 as the year Brett first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (ThreeSixty, 2008), Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2009) and Diploma of Financial Services (Finance/Mortgage Broking Management) (Kaplan Higher Education Pty Limited, 2012). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
Brett is authorised to advise 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.
The register adds a condition to this authorisation: “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 Raymond Stokes a registered financial adviser?
Yes. Brett Raymond Stokes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325465.
Which licensee does Brett Raymond Stokes work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brett Raymond Stokes 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; 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."