Brian David Wibberley
Financial Adviser in Port Lincoln, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001932
- Location
- Port Lincoln SA 5606
- Licensee
- Provident Strategies Pty Ltd (AFSL 447616)
- Authorised since
- 16 November 2013
- First provided advice
- 1990
- Qualifications
- Bachelor of Agricultural Science, University of Adelaide (1981); Graduate Diploma in Business (Accounting), Monash Gippsland Institute of Advanced Education (1990); Financial Planning Specialist, Institute of Chartered Accountants (2000); Specialist SMSF Advisor, SMSF Association (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association; The Tax Institute
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Brian David Wibberley
Brian David Wibberley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Lincoln, South Australia (adviser number 001001932).
Advice is given under the Australian financial services licence of Provident Strategies Pty Ltd, licence number 447616. That authorisation dates from 16 November 2013.
The register records 1990 as the year Brian first provided financial advice. Qualifications and training on file include Bachelor of Agricultural Science (University of Adelaide, 1981), Graduate Diploma in Business (Accounting) (Monash Gippsland Institute of Advanced Education, 1990) and Financial Planning Specialist (Institute of Chartered Accountants, 2000). Brian is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Tax Institute.
Brian is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brian David Wibberley a registered financial adviser?
Yes. Brian David Wibberley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001932.
Which licensee does Brian David Wibberley work under?
Provident Strategies Pty Ltd, Australian financial services licence 447616.
What can Brian David Wibberley give advice on?
The register lists these advice areas: self-managed superannuation funds.