Brett Andrew Marchant – Financial Adviser

Adviser identifying number: 309045
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: STRATEGEM INVESTMENT SERVICES PTY. LTD.
Licence number: 244222
Licensee’s ABN: 25006596587
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGEM INVESTMENT SERVICES PTY. LTD.
Authorised Representative identifying number: 244222
Authorised Representative’s ABN: 25006596587

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Commerce – Deakin University
CFP Certification – FPA
Certificate IV in Finance and Mortgage Broking – Kaplan
Diploma of Financial Planning – FPA
Margin Lending – Kaplan

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

Brett Andrew Marchant 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, excluding IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility
Miscellaneous Financial Facility / Miscellaneous Financial Investment Products