Brett Crabtree
Crabtree Private Wealth
Recent reviews
Crabtree Private Wealth
87 Devereux RdLinden Park, SA 5065
At a glance
-
Adviser status
Gold
- Rating
- 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
Sort by
Annette, 65+ years, Magill, SA
"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
Andrew, 65+ years, Aldgate, SA
"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
Inger, 46 - 55 years, West Lakes, SA
"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
Robert, 65+ years, O'Halloran Hill, SA
"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
Judy, 56 - 65 years, North Beach, SA
"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
Neil, 65+ years, Mulgrave, VIC
"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
Diane, 65+ years, Daw Park, SA
"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
Markku, 65+ years, Northfield, SA
"I don't generally give recommendations. Not now either."
- Government Assistance
- Self Managed SuperFunds
Gavin, 56 - 65 years, Greenwith, SA
"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
Garry, 65+ years, Maslin Beach, SA
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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