Brett Wing
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250863
- Location
- Sydney NSW 2000
- Licensee
- Qi Financial Pty Ltd (AFSL 313217); Resource Super Pty Ltd (AFSL 420220)
- Authorised since
- 25 September 2020
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Markets, Securities Institute Education (2001); Diploma of Financial Advising, Securities Institute Education (2002); Financial Plan Construction & Review, Tribeca (2006); CFP Certification Program, Financial Planning Association of Australia Limited (2009); MFAA Equipment Finance Pack, Mortgage & Finance Association of Australia (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Strategic Leadership Program, Stanford University Graduate School of Business (2018); Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Wing
Brett Wing is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250863.
Advice is given under the Australian financial services licence of Qi Financial Pty Ltd, licence number 313217. The register also lists Resource Super Pty Ltd (licence 420220). The current authorisation started on 25 September 2020.
The register records 1996 as the year Brett first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute Education, 2001), Diploma of Financial Advising (Securities Institute Education, 2002) and Financial Plan Construction & Review (Tribeca, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Brett is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Wing a registered financial adviser?
Yes. Brett Wing is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250863.
Which licensee does Brett Wing work under?
Qi Financial Pty Ltd, Australian financial services licence 313217 and Resource Super Pty Ltd, Australian financial services licence 420220.
What can Brett Wing give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.