Brett Grocke

Prosperity Wealth & Advice

4.90
4 Reviews
Silver
6 Yrs Experience
Tanunda, SA 5352

Brett has 8 years of experience in the financial planning

industry and has completed a Bachelor of Commerce at

Deakin University, majoring in Finance and Financial

Planning.

When working with Brett, you will note the following

attributes: 

  • Friendly and approachable 
  • Highly reliable
  • Genuine care about your concerns and well-being
  • Responsive to your queries in a timely manner
  • High level of personal service
  • Maintains long term relationships

Brett is married to his partner of 12 years, Gemma. They

have a fur baby, Jed, who is a Black Labrador. Brett

thoroughly enjoys his sport following the Adelaide Crows

and whilst he previously played and was heavily involved in

cricket and football for his local club Tanunda, he now

spends most of his free time playing golf at Tanunda Pines

and socialising with friends and family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Prosperity Wealth & Advice

117A Murray St
Tanunda, SA 5352

Opening hours

  • 9:00am – 9:00pm Monday – Friday

Licensed by

Interprac Securities

AFSL 246638