Brett Moxey— Director

Brett loves assisting clients and seeing the difference that quality financial advice can make to someone’s life and family. With extensive Financial Planning and investments experience, Brett specialises in providing investment, superannuation and retirement planning advice to executives, professionals, and retirees.


Bachelor of Commerce (Financial Planning & Accounting)

Graduate Diploma of Financial Planning, FINSIA (now Kaplan)

Certified Financial Planner ®, Financial Planning Association


Over 10 years of experience in financial planning

Authorised representative since 2009

Completion of the FPA Life Risk Specialist course