Brett Strong

Name
Brett Strong
ID
239848
ABN
–
First Provided Advice
2003

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2003 - Certificate IV in Financial Planning - Certificate (AQF 1-4) - Integratec
  • 2004 - Estate Planning - Other - Integratec
  • 2004 - Self Managed Superannuation Funds - Other - Tribeca
  • 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Association of Independently Owned Financial Professionals (AIOFP)
  • National Tax & Accountants Association Ltd

Licencee

Status
Current
Licence Holder
Interprac Financial Planning Pty ltd (#246638)
Commenced
Aug. 24, 2018

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. 055 796 211 Limited (#259586)
Commenced
April 15, 2005
Ceased
April 12, 2006
Status
Ceased
Licence Holder
A.c.n. 116 900 362 Limited (#297239)
Commenced
April 12, 2006
Ceased
May 2, 2013
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
June 5, 2013
Ceased
Aug. 5, 2014
Status
Ceased
Licence Holder
Quadrant Securities Pty Ltd (#230560)
Commenced
Nov. 1, 2003
Ceased
April 15, 2005
Status
Ceased
Licence Holder
Risk And Investment Advisors Australia Pty. Ltd. (#238141)
Commenced
Aug. 5, 2014
Ceased
Aug. 23, 2018