Financial Adviser
· CHELTENHAM, VIC
Brett Malcolm Waters
No disciplinary history on record with ASIC
CHELTENHAM,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246201
About Brett Malcolm Waters
Brett Malcolm Waters is a financial adviser based in Cheltenham, Victoria, with 23 years of experience in the financial services industry since 2003. Brett is currently authorised under Kingston 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 Certified Financial Planner from Deakin University. Brett is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
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
Certified Financial Planner
Deakin University
2004
Graduate Diploma of Financial Planning
Securities Institute of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Professional Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional Education