David Peter Brett – Financial Adviser
Adviser identifying number: 232237
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 06/07/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 240687
Authorised Representative’s ABN: 48009189495
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Bachelor of Business – Charles Sturt University
- CPA Program – CPA Australia
- Diploma of Financial Planning – Mentor Education
- Master of Taxation – University of New South Wales
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Taxation Institute of Australia
David Peter Brett is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation