Brett Vincent Call
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321027
- Location
- Erina NSW 2250
- Licensee
- BD Financial Advisory Pty Ltd (AFSL 502401)
- Authorised since
- 29 May 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of New England (2004); SMSF, CPA (2008); ALPA, Kaplan (2010); Margin Lending and Geared Investments, Kaplan (2010); Advanced Diploma of Financial Services, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); 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 Vincent Call
Brett Vincent Call is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000321027.
The licensee Brett advises under is BD Financial Advisory Pty Ltd (AFS licence 502401). That authorisation dates from 29 May 2020.
According to the register, Brett first provided financial advice in 2008. Qualifications and training on file include Bachelor of Commerce (University of New England, 2004), SMSF (CPA, 2008) and ALPA (Kaplan, 2010). Brett is recorded as a member of CPA Australia (CPA) and 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 Vincent Call a registered financial adviser?
Yes. Brett Vincent Call is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321027.
Which licensee does Brett Vincent Call work under?
BD Financial Advisory Pty Ltd, Australian financial services licence 502401.
What can Brett Vincent Call 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.