Brett Crabtree

Crabtree Private Wealth

Gold
21 Yrs Experience
Linden Park, SA 5065

Recent reviews

Crabtree Private Wealth

87 Devereux Rd
Linden Park, SA 5065

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 40
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Licensed by

Neo Financial Solutions Pty Ltd

AFSL 385845

4.85
40 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 40

Sort by

5.00

"Brett has always given clear and concise advice and has always been readily available to answer any queries or concerns."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has given me advice about my income after retirement that has been very successful. He gives me excellent care and attention with regular personal meetings."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has given me advise on retirement planning, superannuation, managing debt and finance. Brett explains things to me in a clear and concise manner and is always willing to assist. His response to phone calls or emails is always timely. I feel very confident that the advise given was right for my needs. Brett is always very professional in any dealings I my have with him."

  • 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
5.00

"We are very confident in seeking advice from Brett in all our Financial requirements, and intend to continue using his experience and expertise on future inheritance issues."

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

"I switched over to Brett Crabtree in the last 12 months and it is the best move I have made in relation to a Financial Adviser. Brett's advice is straight forward & detailed. I very much like the way Brett conducts his business. He is most definitely my Financial Adviser and I have recommended him to many. Thank you Brett. I appreciate you."

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

"Very happy with Brett’s professionalism and knowledge. He is always there for us if we need him. Brett goes out of his way to help us and to come to our house to give us an annual report as Wellers a half yearly report."

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

"Brett has given advice on managing our resources to optimise our superannuation. Through Brett’s knowledge and experience, we are very confident that the advice given was right for our needs. Brett has always been quick to respond to any communication outside of scheduled meetings."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I don't generally give recommendations. Not now either."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Being a new client with no previous advice we found Brett very helpful, knowable and engaging. Brett showed genuine interest in where we sit in our lives being available at all times for all reasons."

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

"Brett has always impressed as someone with a high sense of integrity and transparency.He has always provided advice based on evidence and takes time to explain the details.Recently I have been grateful for his dealing with Centrelink in making my transion to a part pension."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA) / Deakin University
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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