Brett Sydney-Smith in Melbourne works at IOOF Holdings Ltd (Consultant, Advice Standards and Process - Financial Planning at IOOF (MLC Wealth, until June 2021)) and was educated at Financial Planning Association.
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IOOF Holdings Ltd
Oct 2018
-
Present
Consultant, Advice Standards and Process - Financial Planning at IOOF (MLC Wealth, until June 2021)
Kearney Group
Jul 2014
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Oct 2018
Compliance Manager / Senior Financial Adviser
Unified Financial Services Pty Ltd
Apr 2010
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Jul 2014
Financial Planner
Financial Planning Association
2010
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2012
Certified Financial Planner® (expired 2020)
Kaplan Education
2007
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2009
Advanced Diploma in Financial Planning
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AT IOOF HOLDINGS LTD