Brett Stokes FChFP
About Me
I pride myself on being able to help people from all walks of life to achieve any type of Financial success - including retirement and wealth creation. Specialising in Superannuation, Insurance and Home Loans (Mortgage Broking) - we can help you to do many things you may not even realise are possible - such as minimise income tax, refinance Home Loans or pay off your loan sooner. I have a lifetime of experience in this industry having worked for a major Australian Bank for 20 years and now providing Financial Planning and Advice since 2009. I am proud to say in 2022 I have obtained a University Degree qualification in 'Financial Planning' following the increased educational requirements and the ongoing Professionalisation of our Industry.
Please give me a call or email me at brett@financialascension.com.au to arrange a free initial appointment to discuss your requirements and see if we can help.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 16 Years
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Licensed By Amp Financial Planning Pty Limited