Brett joined Altitude in 2005 as a Graduate Para-planner, and over the years he has developed through the Altitude career path in financial planning through the roles of Para-planner, Senior Para-planner, Associate Financial Planner (where he managed the Financial Planning Team and their workflow) and finally to his current position of Financial Planning Client Manager as a quality Financial Adviser within the firm.
Brett has invested in himself over the years through studying and attaining his Graduate Diploma of Financial Planning, as well as undertaking and attaining the globally recognised Masters level course as a Certified Financial Planner – which is the highest financial planning designation worldwide. He has attained these whilst juggling his workload and a young family. The directors commend Brett for his dedication, enthusiasm and diligence over this time by committing to developing himself in this industry.
Brett has significantly contributed to the success of the Financial Planning Team, and he has been a wonderful leader and mentor to the graduates who have come through, providing them with guidance, advice, and support, as they embark on their own financial planning careers.
We want to mention also that in his position now as a fully-fledged Adviser he has been gathering additional valued clients for the firm, as well as looking after the needs of some of Bill’s clients on a day to day basis. Brett enjoys seeing the difference in his clients’ situation when they realise the benefit of receiving quality financial advice. Brett’s specialities lie in providing investment, superannuation, and retirement planning advice to both wealth accumulators and retirees.
As a Team we celebrated Brett’s anniversary with a short presentation and an afternoon tea with all in attendance before the Christmas break. To further show their appreciation for his hard work and loyalty, the directors took Brett out for a lovely lunch to Cha Cha Char restaurant – at which celebrations apparently lasted well into the afternoon…
We all would like to wish Brett continued success for many years to come here with us at Altitude.
