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