Brett Anthony Surman – Financial Adviser
Adviser identifying number: 336682
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
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: 04/10/2016
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:
Relevant qualifications and training:
- Graduate Certificate in Financial Planning – Finsia
- Graduate Diploma in Applied Finance – Kaplan Professional
- Self Managed Super Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- AFP – Financial Planner (FPA)
- Financial Planning Association of Australia (FPA)
Brett Anthony Surman is authorised to provide advices on following products:
- Deposit & Payment Products – Non-Cash 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility