Brett Peter Boardman – Financial Adviser

Adviser identifying number: 1005951
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGANS FINANCIAL LIMITED
Authorised Representative identifying number: 235410
Authorised Representative’s ABN: 49010669726

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 International Business – Griffith University
• Graduate Diploma of Applied Finance & Investment – Securities Institute Education
• Margin Lending Accreditation Program – Stockbrokers Association of Australia
• Master of Applied Finance – Macquarie University
• SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

Brett Peter Boardman is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services