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- Brett Stephenson
Brett Stephenson
- Name
- Brett Stephenson
- ID
- 439611
- ABN
- 24641420951
- First Provided Advice
- 2013
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2001 - Master of Business Administration - - University of New England
- 2007 - Graduate Certificate in Financial Planning - - Finsia
- 2009 - Bachelor of Arts - - The University of Queensland Australia
- 2015 - Advanced Diploma of Financial Planning - - Pinnacle
- 2016 - Margin Lending Course - Other - AAMC Training Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Aan Wealth Management Pty Ltd (#517548)
- Commenced
- Nov. 29, 2019
- Ceased
- Jan. 6, 2020
- Status
- Ceased
- Licence Holder
- Australian Mortgage And Financial Advisers Pty Ltd (#389206)
- Commenced
- July 27, 2020
- Ceased
- Sept. 7, 2022
- Status
- Ceased
- Licence Holder
- Cobalt Advisers Pty Ltd (#512550)
- Commenced
- Jan. 6, 2020
- Ceased
- July 27, 2020
- Status
- Current
- Licence Holder
- Alliance Wealth Pty ltd (#449221)
- Commenced
- Sept. 9, 2022
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
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- May 1, 2015
- Ceased
- Dec. 23, 2015
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- May 28, 2013
- Ceased
- April 4, 2014
- Status
- Ceased
- Licence Holder
- Australian Mortgage And Financial Advisers Pty Ltd (#389206)
- Commenced
- March 23, 2015
- Ceased
- May 1, 2015
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Dec. 1, 2016
- Ceased
- April 12, 2018
- Status
- Ceased
- Licence Holder
- Elders Financial Planning Pty Ltd (#224645)
- Commenced
- April 13, 2018
- Ceased
- May 15, 2019
- Status
- Ceased
- Licence Holder
- Global Pacific Solutions Group Pty Ltd (#514164)
- Commenced
- Sept. 3, 2019
- Ceased
- Jan. 6, 2020
- Status
- Ceased
- Licence Holder
- Gps Wealth Ltd (#254544)
- Commenced
- Dec. 23, 2015
- Ceased
- Aug. 23, 2016
- Status
- Ceased
- Licence Holder
- Gps Wealth Ltd (#254544)
- Commenced
- Aug. 25, 2016
- Ceased
- Dec. 1, 2016
- Status
- Ceased
- Licence Holder
- Trade Wind Financial Services Pty Ltd (#458115)
- Commenced
- April 15, 2019
- Ceased
- Aug. 21, 2019