Brett Moxey— Director

Starting as a graduate in 2005, Brett is now one of two Financial Planning Directors. Brett’s main goal is to provide exceptional financial advice to clients and help them achieve a worry-free retirement. He loves problem-solving and ensuring his clients’ financial futures are secure. Brett is a Certified Financial Planner® professional, meeting extensive training and experience requirements and committing to the highest ethical standards that put his clients’ interests first. Brett is also a member of the Financial Advice Association of Australia (FAAA), standing with Australians for a better financial future. Outside of work, Brett loves hiking, mountain biking, and spending time with his family, including his kids’ sports such as basketball, gymnastics, and touch football.


Bachelor of Commerce (Financial Planning & Accounting), Griffith University

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