Financial Adviser
· SYDNEY, NSW
Brett Mccrae
No disciplinary history on record with ASIC
SYDNEY,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297268
About Brett Mccrae
Brett Mccrae is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry since 2022. Brett is currently authorised under William Buck Wealth Advisors (NSW). 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2016
Economics and Finance (Honours)
University of Edinburgh
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC006 tax and commercial law in financial planning
Kaplan Higher Education Pty Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
TASACL Commercial Law
Kaplan Education Pty Ltd (T/A Kaplan Professional)
Registration History
Source: ASIC Financial Advisers Register