As a holistic financial advisor with 20 years of experience, I have a breadth of knowledge across multiple financial aspects to bring clarity to my clients, by turning the complex problems into simple ones.
Our fee structure is fixed and agreed before engagement. It is based on the complexity of the work.
Brett has provided consistent and concise advice and the results are proving extremely effective
Brett has given me advice in areas including loan products, self managed super funds and managing debt. Brett was always able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brett's full care and attention when I needed it.'
I was impressed with his presentation of what I could achieve so I decided to take him as a financial adviser. Even if I'm a new client I feel that this engagement will be for a very long time.
My husband and I have been extremly happy with the service provided by Brett and CXC Financial Partners. We would definitely recommend their services.
We had searched long and hard for a financial advisor that could handle our complicated investment and tax needs, and we feel like we have finally found that with CXC Financial Partners and Brett Seet. From our very first meeting, there was an instant feeling of trust and respect, as well as a desire to build more than just a business relationship. Brett's knowledge, grasp of our goals and needs, as well as the ability to draw on his personal networks for advice when our situation is beyond his scope of knowledge has been invaluable.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
Satori Advisory Pty LtdLevel 3, 99 Walker St
North Sydney, NSW 2060
- 8:00am – 4:00pm Friday
- 8:00am – 6:00pm Monday – Tuesday, Thursday
- Video call
Satori Advisory Pty Ltd