Joanne Brassett
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001365
- Location
- North Sydney NSW 2060
- Licensee
- Insurance Advisory Service (N S W) Pty Ltd (AFSL 234624)
- Authorised since
- 10 June 2009
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2010); Fellow Chartered Financial Practitioner (FChFP), Kaplan Association of Financial Adviseres (2018); Tier 1 Insurance Broking: Personal Advice, Kaplan Professional (2018)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA); Million Dollar Round Table (MDRT)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanne Brassett
Joanne Brassett is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001001365.
Advice is given under the Australian financial services licence of Insurance Advisory Service (N S W) Pty Ltd, licence number 234624. That authorisation dates from 10 June 2009.
The register records 2009 as the year Joanne first provided financial advice. The qualifications listed for Joanne include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Certificate IV in Finance and Mortgage Broking (AAMC Training Group, 2010). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and Million Dollar Round Table (MDRT).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joanne Brassett a registered financial adviser?
Yes. Joanne Brassett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001365.
Which licensee does Joanne Brassett work under?
Insurance Advisory Service (N S W) Pty Ltd, Australian financial services licence 234624.
What can Joanne Brassett give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.