Financial Adviser
· COMO, WA
Brett Anthony Surman
No disciplinary history on record with ASIC
COMO,
WA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336682
About Brett Anthony Surman
Brett Anthony Surman is a financial adviser based in Como, Western Australia, with 17 years of experience in the financial services industry since 2009. Brett is currently authorised under Gilkison Group. 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 CFP Certification Program (5 Unit) from Financial Advice Association of Australia Limited (formerly FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Graduate Certificate in Financial Planning
Kaplan Higher Education Pty Ltd (Historical FINSIA)
2009
Graduate Diploma in Applied Finance
Kaplan Higher Education Pty Ltd
2017
CFP Certification Program (5 Unit)
Financial Advice Association of Australia Limited (formerly FPA)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2025
TASACL Commercial Law
Kaplan Education Pty Ltd
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
MDA services are restricted to Limited Authority to Operate services. 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