Brett Seet

Cxc Financial Partners Pty Ltd

Gold
17 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Cxc Financial Partners Pty Ltd

Level 3, 99 Walker St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 6:00pm Friday
  • 8:00pm – 4:00pm Thursday
  • 8:00pm – 6:00pm Monday – Wednesday

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 13
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fee structure is fixed and agreed before engagement. It is based on the complexity of the work.

Licensed by

Cxc Financial Partners Pty Ltd

AFSL 378656

4.65
13 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.40
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.50

"Brett has provided consistent and concise advice and the results are proving extremely effective"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.50

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been extremly happy with the service provided by Brett and CXC Financial Partners. We would definitely recommend their services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett quickly understood our situation, provided options to review and once agreed implemented the option with minimum fuss. Great service."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is excellent and knows the investment market very well. He explains different strategies in great depth and makes them very easy to understand."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Brett is very thorough and makes an effort to understand our financial goals and aspirations."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is a very reliable and trustworthy adviser who tells you what he thinks and is open to debate. Great planning, follow up and knowledge."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Seet profile photo

Brett Seet responded on March 2017

"Thanks for your review Reg. Much appreciated."

4.00

"Thanks bye"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (International Business)

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Bachelor of Commerce (Finance and Banking)

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brett's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brett able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brett's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brett to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brett?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brett provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brett may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brett Seet
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens