Financial Adviser · EDGECLIFF, NSW

Brett Charles Kimmorley

EDGECLIFF, NSW

33 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250109

Currently at

Bongiorno Wealth Management

Melbourne, VIC (firm address)

View firm profile

About Brett Charles Kimmorley

Brett Charles Kimmorley is a financial adviser based in Edgecliff, New South Wales, with 33 years of experience in the financial services industry since 1993. Brett is currently authorised under Bongiorno Wealth Management. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Bachelor of Business (Accounting) from University of Technology Sydney. Brett is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA), SMSF Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1981

Bachelor of Business (Accounting)

University of Technology Sydney

1989

CPA Program

CPA Australia Ltd

1999

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2006

SMSF Specialist Advisor Program

SMSF Association Ltd (SMSF)

Registration History

Bongiorno Wealth Management Pty Ltd

Jul 2010 - Present Current

Bongiorno Financial Advisers Pty Ltd

Jan 2004 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register