Bret Christopher Ambrose – Financial Adviser

Adviser identifying number: 242301
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust

The date the Financial Adviser commenced the appointment: 03/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PONDUS PTY. LTD.
Authorised Representative identifying number: 344622
Authorised Representative’s ABN: 45081211798

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Accounting) – Queensland University of Technology
  • Certified Financial Planner – Deakin University
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Graduate Diploma In Applied Finance & Investment – Securities Institute Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Bret Christopher Ambrose is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility