Brett Ricchini
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000801
- Location
- Geelong VIC 3220
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 12 June 2018
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accounting and Law), Deakin University (1991); Advanced Diploma of Financial Services (Financial Planning), Triebca/Kaplan Professional (2004); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2010); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2010); Self Managed Superannuation Funds, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (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 Ricchini
Brett Ricchini is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001000801).
Brett provides advice as an authorised representative of Financial Index Australia Pty Ltd, which holds Australian financial services licence 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). That authorisation dates from 12 June 2018.
According to the register, Brett first provided financial advice in 1998. The qualifications listed for Brett include Bachelor of Commerce (Accounting and Law) (Deakin University, 1991), Advanced Diploma of Financial Services (Financial Planning) (Triebca/Kaplan Professional, 2004) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Brett Ricchini a registered financial adviser?
Yes. Brett Ricchini is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000801.
Which licensee does Brett Ricchini work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Brett Ricchini 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.