Brett Sydney-Smith CFP®

About Me

Experienced in strategic advice to assist people planning for retirement, as well as assisting clients transition to full retirement.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Wealth Trail Pty Ltd
CERTIFIED FINANCIAL PLANNER®