Financial Adviser
· BIRTINYA, QLD
Cara Teagan Brett
No disciplinary history on record with ASIC
BIRTINYA,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404827
About Cara Teagan Brett
Cara Teagan Brett is a financial adviser based in Birtinya, Queensland, with 15 years of experience in the financial services industry since 2011. Cara is currently authorised under Bounce Financial. Cara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cara's qualifications include a Bachelor of Business (Financial Planning) with Distinction from Royal Melbourne Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Business
Moreton Institute of TAFE
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Bachelor of Business (Financial Planning) with Distinction
Royal Melbourne Institute of Technology
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register