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- Brenton William Marris
Brenton William Marris
- Name
- Brenton William Marris
- ID
- 1244614
- ABN
- –
- First Provided Advice
- 2016
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2010 - Bachelor of Business Accounting - Bachelor Degree (AQF 7) - Swinburne University
- 2015 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan
- 2019 - Certified Financial Planner - Professional Designations - Financial Planning Association
- 2019 - Financial adviser exam - Other - ASIC
- 2020 - FPETH501A Ethics & Professional Standards for Financial Advisers - Bridging Course - Ethics - Tafe New South Wales
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Chpw Financial Pty Ltd (#280201)
- Commenced
- Feb. 12, 2026
- Ceased
- June 30, 2026
- Status
- Ceased
- Licence Holder
- Fmd Advisory Services Pty Ltd (#232977)
- Commenced
- July 1, 2019
- Ceased
- June 3, 2022
- Status
- Ceased
- Licence Holder
- Ldb Financial Group Pty Ltd (#437164)
- Commenced
- April 11, 2023
- Ceased
- Jan. 7, 2026
- Status
- Ceased
- Licence Holder
- Oreana Financial Services Pty Ltd (#482234)
- Commenced
- Aug. 15, 2022
- Ceased
- Feb. 6, 2023
- Status
- Current
- Licence Holder
- Bespoke Wealth Pty ltd (#700117)
- Commenced
- July 1, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- Oct. 16, 2017
- Ceased
- June 30, 2019
- Status
- Ceased
- Licence Holder
- Primestock Securities Limited (#239180)
- Commenced
- July 4, 2016
- Ceased
- Nov. 11, 2016
- Status
- Ceased
- Licence Holder
- Primestock Wealth Management Pty Ltd (#240277)
- Commenced
- July 4, 2016
- Ceased
- Nov. 11, 2016