Brett Gilday

Kelly+Partners Private Wealth Central Coast & Hunter Region

Gold
20 Yrs Experience
Erina, NSW 2250

Recent reviews

Kelly+Partners Private Wealth Central Coast & Hunter Region

Suite 2.06, Level 2, Platinum Building, 4 Ilya Ave
Erina, NSW 2250

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"My wife & I have been a client of Moneywise for over 15 years. We met Brett initially & haven't looked back. He's attention to our goals & requirements are top class, along with him understanding what we want out of our investment strategy. He is not pushy & we always meet a common ground that's beneficial to us. He listens often offering multiple solutions & sound advice Paul & Margaret Mackay"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife & I have been utilising the service of Moneywise over many years, now entering in to Retirement Phase with the advice & support of the Moneywise Team led by Brett Gilday with excellent results helping us work towards a sold financial & lifestyle retirement, thank you Team Moneywise."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has given me advice in areas including loan products,self managed super funds and managing debt. Brett was able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brett's full attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Moneywise for over 8 years now and have been delighted with where they have got us to financially in that time. We love the six-monthly catch-ups that force you to keep track of your finances on a regular basis. Brett and the team communicate regularly, know their stuff and have a sensible approach to wealth-creation (no macadamia farms!). The Moneywise insurance and accounting divisions provide a complete package to their financial services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Moneywise for more than 15 years and can say it was the best decision we ever made. During that time we were able to pay off our mortgage, pay for our two sons University education and build a healthy portfolio which should help us during retirement. But besides the financial gains, Moneywise has been a part of our family, Brett Gilday who has been our financial adviser has also become a close friend of the family. We are completely satisfied with Moneywise and will recommend their services at any time."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett and his team at Moneywise Group are amazing! We put our finances in their capable hands a number of years ago and have not looked back. Not only do the look after our personal and business finances and tax needs, they also provide a complete package to oversee and advise on all of our accounting, insurances, investments and general financial needs. We are always impressed by their professionalism and eagerness to help us achieve our financial goals. I feel confident that our business and personal financial position is being reviewed on a regular basis and they are always ready to intervene (if required) or help whenever we need it. I would definitely recommend Brett Gilday and the Moneywise Group for all of your financial needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

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

Qualifications & Training

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Tax Practitioners Board (TPB)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brett's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brett able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brett's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brett to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brett?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brett provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brett may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brett Gilday
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens