Brian David Wibberley – Financial Adviser

Adviser identifying number: 1001932
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: PROVIDENT STRATEGIES PTY LTD
Licence number: 447616
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROVIDENT STRATEGIES PTY LTD
Authorised Representative identifying number: 447616
Authorised Representative’s ABN:

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 Agricultural Science – University of Adelaide
• Financial Planning Specialist – Institute of Chartered Accountants
• Graduate Diploma in Business (Accounting) – Monash Gippsland Institute of Advanced Education
• Specialist SMSF Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association
• The Tax Institute

Brian David Wibberley is authorised to provide advices on following products:

• Superannuation
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation