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
When working with Brett, you will note the following
- 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.
I have been very happy with Brett’s service and have recommended friends who have taken up his advice for their future .
Brett was wonderful to work with. He was able to listen to what was needed and explored options in details. I was confident of his knowledge base.
Brett gave me advise on transferring my superannuation from a self managed fund to a new policy. Brett took me through every step either on the phone or a video call as he is in SA and I live in Qld. Brett is extremely competent and knowledgeable and I had every confidence ini his ability to guide me towards what is best for me. I always received Brett’s full attention and trust him fully with me finances.
Brett explains things easily and clearly. He is very accessible and always available when needed. I am confident with Brett that I am maximising my outcome for retirement and this gives me a great peace of mind. I would highly recommend Brett!
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Finance and Financial Planning)
Prosperity Wealth & Advice117A Murray St
Tanunda, SA 5352
- 9:00am – 9:00pm Monday – Friday