Financial Adviser
· LISMORE, NSW
Brett Mcpherson
No disciplinary history on record with ASIC
LISMORE,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000805
About Brett Mcpherson
Brett Mcpherson is a financial adviser based in Lismore, New South Wales, with 17 years of experience in the financial services industry since 2009. Brett is currently authorised under Fortnum Private Wealth. 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 Flinders University of South Australia. Brett is a member of 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
2003
Bachelor of Commerce
Flinders University of South Australia
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Margin Lending
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register