Brett Wright
Financial Adviser in Bonnet Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331988
- Location
- Bonnet Bay NSW 2226
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 August 2022
- First provided advice
- 2008
- Qualifications
- Regulatory Guide 146 Assessment, KAPLAN (2008); Risk Management, Kaplan (2008); Superannuation and Retirement Planning, Kaplan (2008); Diploma of Financial Services (Financial Planning), Kaplan (2009); SMSF Practitioner Program, SMSF Association (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Wright
Brett Wright is a financial adviser in Bonnet Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000331988.
The licensee Brett advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 2 August 2022.
The register records 2008 as the year Brett first provided financial advice. The qualifications listed for Brett include Regulatory Guide 146 Assessment (KAPLAN, 2008), Risk Management (Kaplan, 2008) and Superannuation and Retirement Planning (Kaplan, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Wright a registered financial adviser?
Yes. Brett Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331988.
Which licensee does Brett Wright work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Brett Wright give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.