Brenton Marris CFP®
About Me
I assist my clients with enhancing their financial wellbeing to allow them to focus on what matters to them. I have a Bachelor of Business (Accounting), an Advanced Diploma of Financial Planning and CFP certification. I have several years of experience within client and customer services roles.
Areas of Focus
- Aged care
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Ldb Financial Group Pty Ltd