Gwyneira Brahma

Brahma Wealth Management

5.00
2 Reviews
Gold
23 Yrs Experience
Kalgoorlie, WA 6430

Recent reviews

Brahma Wealth Management

Saint Barbaras Square Shopping Ce, 248 Hannan Street
Kalgoorlie, WA 6430

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Bachelor of Business (Economics and Finance)
  • Language spoken
    • English

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"We have been with Gwyneira for approx 15 years, and she has tailored our investments to ensure that we have had a smooth transition to retirement and have had a return that has met our expectations. Gwyneira and her staff respond to all questions and requests in a prompt manner. We have recommended many friends and acquaintances to Gwyneira, and they are more than satisfied with her advice and financial outcomes."

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

"We have been with Gwyneira for over 12 years. Excellent advisor, professional always and approachable. We would highly recommend Brahma Wealth Management above any others we have seen before."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2002

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

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

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Gwyneira 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 Gwyneira'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 Gwyneira to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Gwyneira?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Gwyneira 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 Gwyneira 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 Gwyneira Brahma
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