Financial Adviser
· SOUTH YARRA, VIC
Brendan John Lee Jnr Milburn
No disciplinary history on record with ASIC
SOUTH YARRA,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270776
About Brendan John Lee Jnr Milburn
Brendan John Lee Jnr Milburn is a financial adviser based in South Yarra, Victoria, with 8 years of experience in the financial services industry since 2018. Brendan is currently authorised under South Yarra Financial Services. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Brendan 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
2018
Diploma of Financial Planning
Integrity Education Group
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
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