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:

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