Financial Adviser
· SPRINGWOOD, QLD
Brett David Moxey
No disciplinary history on record with ASIC
SPRINGWOOD,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334010
About Brett David Moxey
Brett David Moxey is a financial adviser based in Springwood, Queensland, with 17 years of experience in the financial services industry since 2009. Brett is currently authorised under Altitude Financial Advisers, operating through Altitude 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 Certified Financial Planner from Financial Planning Association of 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
2006
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2008
Graduate Diploma of Financial Planning
FINSIA
2014
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan