Brett Morris Waller – Financial Adviser

Adviser identifying number: 1004610
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 20/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 000237121
Authorised Representative’s ABN: 86002733048

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:

  • Certified Financial Planner – FPAS Singapore
  • Diploma of Financial Planning – Deakin University
  • Life Risk Specialist – Deakin University
  • Self Managed Superannuation Funds Accreditation – Kaplan

Relevant memberships of professional bodies or industry associations:

Brett Morris Waller is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation