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Brett Schreiber

Brett Schreiber

Mr Brett Schreiber
Financial Adviser

Financial Services Guide

Experience

I have had considerable experience over the past 28 years within the commercial world. I started out in Investigations of various corporate entities and their financial affairs. I moved from this area to accountancy and my own practice.

Qualifications

I have continuously improved my educational standards and attained the following qualifications: Certified Financial Planner, Chartered Accountant, Certified Practicing Accountant, Bachelor of Commerce from the University of Queensland, Master in Taxation Law University of New South Wales, Justice of the Peace (Commissioner of Declaration), Associate of the Australian Taxation Institute and Associate of the Taxpayers Association.

Additional Information

I have built up a considerable client base, offering specialised services in Superannuation, Retirement Planning, Tax efficient investments, Wealth creation, Risk Managment and Business planning. I have been an authorised representative of Financial Wisdom since 2001.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 20 Queen Street Ayr QLD 4807
Phone 07 4783 1433
Email brett@bsaqueensland.com.au