Financial Adviser · VARSITY LAKES, QLD

Rebecca Anne Brett

VARSITY LAKES, QLD
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252832
Currently at
Varsity Lakes, QLD (firm address)

About Rebecca Anne Brett

Rebecca Anne Brett is a financial adviser based in Varsity Lakes, Queensland, with 9 years of experience in the financial services industry since 2017. Rebecca is currently authorised under Sgn Financial, operating through Sterling Group & Associates. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rebecca's qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University.

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
Diploma of Financial Planning
Kaplan
2019
Master of Applied Finance (Financial Planning)
Charles Sturt University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Nov 2024 - Present Current
Aug 2018 - Nov 2024 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Aug 2017 - Aug 2018 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Mar 2017 - Aug 2017 Ceased

Source: ASIC Financial Advisers Register