Brett Surman Email & Phone Number
Responsible Manager for AFS Licence @ Gilkison Group
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Brett Surman Location
- Como, WA, AU
Brett Surman Work
- Responsible Manager for AFS Licence @ (July 2023 - Present)
- Financial Adviser @ (January 2020 - Present)
- Financial Adviser @ Demèter Wealth Management (August 2016 - July 2019)
- Financial Adviser @ (April 2009 - July 2016)
- Stock Broker @ (January 2007 - January 2009)
- Share Trading Representative @ (January 2005 - January 2007)
- IT Specialist @ (January 2000 - January 2005)
Brett Surman Education
- Deakin University
Certified Financial Planner Program
2015-2017 - Kaplan Professional
Graduate Diploma of Applied Finance
2007-2009 - Edith Cowan University
Bachelor of Commerce (B.Com.) (Double Major in Information Systems & Electronic Commerce)
1998-2000 - Hale School 1986-1997
Brett Surman Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Sellers
- Pensions
- Retirement Planning
- Financial Planning
- Superannuation
- Investments
- Finance
- Investment Advisory
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- Risk Management
- Wealth Accumulation
- Marketing
- Financial Analysis
- Wealth
- DJ
- Security
- Services
- Money Management
- Securities
Brett Surman Summary
- Brett Surman, based in Como, WA, AU, is currently a Responsible Manager for AFS Licence at Gilkison Group. Brett Surman brings experience from previous roles at Gilkison Group, Demèter Wealth Management, Provident Financial Services and D J Carmichael. Brett Surman holds a 2015 - 2017 Certified Financial Planner Program @ Deakin University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Sellers, Pensions and more. Brett Surman has 1 emails and 1 mobile phone numbers on RocketReach.
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Brett Surman
Responsible Manager for AFS Licence
Como, WA, AU
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