MenuBrett Moxey CFP®
About Me
Brett has more than 15 years’ experience within the financial planning industry, with expertise in providing investment, superannuation and retirement planning advice to professionals, business owners, executives, wealth accumulators and retirees. Brett has extensive financial planning knowledge and qualifications. Qualifications:Bachelor of Commerce (Financial Planning & Accounting)Graduate Diploma of Financial Planning, FINSIA (now Kaplan)CERTIFIED FINANCIAL PLANNER ®
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 16 Years -
Licensed By Altitude Financial Advisers Pty Ltd
