Brett has been a financial planner since 2009 and is currently working towards completing his CFP studies.  He has specialist knowledge in lending and Self-Managed Super.

‘My interest in making an informed decision about most things in life led me into Financial Planning. I take pride in being the first point of call for clients with every financial decision – big or small.’

Qualifications & Memberships

  • Bachelor of Finance, La Trobe University
  • Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan Professional Education
  • Self-Managed Super Funds, Kaplan Professional Education
  • Credit Adviser, Mortgage & Finance Association of Australia
  • Accredited Financial Planner (AFP), Financial Planning Association of Australia