Brett Moxey — Financial Adviser

I love 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, I specialise 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