Brett Stein
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004677
- Location
- Sydney NSW 2000
- Licensee
- Partners Wealth Group Financial Advice Pty Ltd (AFSL 558563)
- Authorised since
- 7 December 2025
- First provided advice
- 1992
- Qualifications
- Diploma of Financial Planning, FPA (2004); ASX Accredited listed Product Adviser, Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self-Managed Superannuation Funds, Kaplan (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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 Stein
Brett Stein is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001004677).
Advice is given under the Australian financial services licence of Partners Wealth Group Financial Advice Pty Ltd, licence number 558563. That authorisation dates from 7 December 2025.
The register records 1992 as the year Brett first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (FPA, 2004), ASX Accredited listed Product Adviser (Kaplan Professional, 2010) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Brett is recorded as a member of 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.
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Questions people ask
Is Brett Stein a registered financial adviser?
Yes. Brett Stein is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004677.
Which licensee does Brett Stein work under?
Partners Wealth Group Financial Advice Pty Ltd, Australian financial services licence 558563.
What can Brett Stein 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.