John Stephen Brereton
Financial Adviser in Warrnambool, Victoria, Australia
Review John Stephen Brereton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000265113
- Location
- Warrnambool VIC 3280
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 3 May 2013
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Deakin University (1998); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2011); SMSF Specialist Advisor Program, SMSF Association (2012); Margin Lending, Australian Financial Review Professional Education (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About John Stephen Brereton
On the Financial Advisers Register kept by ASIC, John Stephen Brereton appears as a current financial adviser in Warrnambool, Victoria, adviser number 000265113.
The licensee John advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 3 May 2013.
The register records 2001 as the year John first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 1998), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed John Stephen Brereton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Stephen Brereton a registered financial adviser?
Yes. John Stephen Brereton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265113.
Which licensee does John Stephen Brereton work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can John Stephen Brereton 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."