Financial Adviser · ERINA, NSW

Brett Vincent Call

ERINA, NSW
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000321027
Currently at
Erina, NSW (firm address)

About Brett Vincent Call

Brett Vincent Call is a financial adviser based in Erina, New South Wales, with 18 years of experience in the financial services industry since 2008. Brett is currently authorised under Bd Financial Advisory, operating through Saige Financial Planning. 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 Commerce from University of New England. Brett is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Commerce
University of New England
2008
SMSF
CPA
2010
ALPA
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2011
Advanced Diploma of Financial Services
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

May 2020 - Present Current
Nov 2015 - May 2020 Ceased
APS MELB PTY LTD
Apr 2015 - Oct 2015 Ceased
Dec 2011 - Apr 2015 Ceased
MAGNITUDE GROUP PTY LTD
Jan 2008 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register