About Me

Brett has achieved extensive experience in the Financial Planning industry through a variety of roles with practices in Perth and Sydney, dealing with different clients from a broad range of backgrounds and situations.Brett specialises in advice to young wealth accumulators who aim to build and protect wealth for their future and their family, as well as individuals approaching retirement with the aim of maximising their retirement savings. The typical financial services he provides includes retirement and superannuation planning, self-managed superannuation funds, investment planning, wealth protection and estate planning as well as offering a regular review service to ensure your strategy remains appropriate and on-track.Brett attained Certified Financial Planner (CFP) status from the Financial Planning Association in 2009, completed a Graduate Diploma of Financial Planning with FINSIA in 2006 and a Bachelor of Commerce Degree with the University of WA in 2002. He is a ‘CFP’ member of the Financial Planning Association and a ‘Fellow’ member of FINSIA.