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- Brett Catterall
Brett Catterall
- Name
- Brett Catterall
- ID
- 360302
- ABN
- –
- First Provided Advice
- 2014
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2009 - Diploma of Financial Planning - - Pinnacle
- 2020 - Self Managed Superannuation Fund Adviser (Persoanl Advice) - Diploma (AQF 5) - Mentor Education
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
- A.c.n. 133 593 012 Pty Ltd (#331367)
- Commenced
- March 21, 2018
- Ceased
- Nov. 13, 2020
- Status
- Ceased
- Licence Holder
- Personal Financial Services Ltd (#234459)
- Commenced
- Nov. 16, 2020
- Ceased
- April 3, 2024
- Status
- Current
- Licence Holder
- AD Advisory Services Pty ltd (#237058)
- Commenced
- May 13, 2024
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
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- June 10, 2010
- Ceased
- May 8, 2012
- Status
- Ceased
- Licence Holder
- Austasia Financial Planning Pty Ltd (#229454)
- Commenced
- Nov. 1, 2017
- Ceased
- March 1, 2018
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Oct. 2, 2014
- Ceased
- Oct. 24, 2014
- Status
- Ceased
- Licence Holder
- Neo Financial Solutions Pty Ltd (#385845)
- Commenced
- June 2, 2015
- Ceased
- July 20, 2017
- Status
- Ceased
- Licence Holder
- Neo Financial Solutions Pty Ltd (#385845)
- Commenced
- Oct. 31, 2014
- Ceased
- June 2, 2015
- Status
- Ceased
- Licence Holder
- Sentry Advice Pty Ltd (#227748)
- Commenced
- May 11, 2012
- Ceased
- Aug. 28, 2014