Garrett began his career working in his family’s accounting business assisting individuals, small businesses, and self-managed superannuation funds. This equipped Garrett with a strong foundation in taxation, different legal structures for business, and the messy world of small business.
Preferring the forward-thinking nature of financial planning and seeing the impact long-term planning could have on everyday Australians' financial well-being. He joined Constellation in 2016 and became a licensed adviser in 2018. Garrett is now a partner at Constellation Financial Planning to further align himself with his clients.
Garrett assists clients to across the entire wealth journey, from just starting out, all the way through to navigating the complexities of retirement. Ultimately, the goal is for each client to have a tailored and realistic plan to help them live the life they want.
We offer a free initial consultation because we want to have a good understanding of your requirements and how we can help so we can ensure the benefits you receive from our advice will far outweigh the costs. After you're initial consultation, we'll provide a quote for our services and you can then decide if we're the right fit for you.
Garrett has been really inviting and patient with me about all the financial help I am receiving. I don't know much about this side of life but he has been very patient and extremely helpful and understanding in allowing me to gain a bit more knowledge about what he is doing with my money and guiding me in the right directions with insurances, investing and general advice for business and life with money.
Fast, effective and communication was great which I respect highly.
Garrett's knowledge across his field is exceptional. He has provided me with advice around my superannuation, insurances, shares and investment goals. Garrett has sharp attention to detail and clear communication skills. He has always been committed to ensuring I understand all the details of my financial position whilst evaluating my current and future goals to tailor a plan that works for me. I highly recommend Garrett to anyone looking for a personable and professional financial planner.
Garrett is always full of knowledge & very useful advice. Always a pleasure.
I wanted to see someone to make sure I had enough insurance for my family but now confident insurance and super are on the right track.
- Adviser status Silver
- Number of reviews 13
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Constellation Financial Planning Pty LtdSuite 416, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call