Brett Cribb

Stratus Financial Group Ltd

Gold
12 Yrs Experience
Brisbane, QLD 4000
Brett Cribb is a qualified and experienced Financial Planner and Executive Share Scheme strategist who helps executives in mining and resources, health, bio tech, pharmaceuticals, technology and construction to explore their financial options so they may implement a bespoke financial plan that will enable them to enjoy what matters most, without reliance upon ongoing employment or working in their own business. Further, Brett is uniquely qualified to provide financial planning advice for high-earning mining and resources professionals because: a) he is a qualified financial planner with more than 20 years’ experience; and b) his previous career as a mining engineer working for Mount Isa Mines (now Glencore) for over a decade, has provided first hand insights into the lifestyle of mining and resources industry professionals and the complex, and often difficult to manage, financial structures they require. Brett’s clients describe him as someone they trust to manage their financial planning and investments and an essential ingredient in coordinating their financial needs, particularly if they reside outside Australia where they may be subject to vastly different tax laws. They also credit his regular and thorough review service with providing a discipline that keeps them on track for achieving the goals that he has helped them to articulate. This is all part of Brett’s ‘Making it Happen’ commitment to assisting clients achieve their financial goals. He is a thorough, dedicated professional who enjoys the enormous personal satisfaction that comes from helping clients achieve their financial and lifestyle goals. For Brett, it’s all about creating freedom. That is, providing his clients with the opportunity to make financial and lifestyle choices which are not reliant on ongoing employment. Brett regularly works with ‘Big 4’ accounting firms to assist clients to coordinate what are truly ‘global’ financial plans. He is experienced with Listed ASX investments and Self Managed Super Funds and is a specialist in Executive Remuneration Packages particularly, Executive Share Schemes (ESS) for high-level professionals. Brett understands the complexities of Executive Share Schemes and provides financial planning advice that capitalises their available advantages. By way of example, Brett’s advice has facilitated an additional $750,000 in wealth for one of his mining industry clients. Brett works closely with clients to coordinate long term but flexible financial plans that are tailored specifically to individual needs. Unlike institutional financial planners, there is no one-size-fits-all approach. Brett works with each client to coordinate a range of essential elements that may include establishing or updating Wills, implementing Trusts and Estate Planning strategies and organising or reviewing personal insurances.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our clients fees are calculated from the services they require and the complexity of advice required to address their needs and goals. All fees are personalised for each client.

We use an independent group to benchmark our fees regularly, ensuring they remain appropriate for the type and complexity of advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Engineering
  • Language spoken
    • English

Stratus Financial Group Ltd

Level 3, 235 Edward Street
Brisbane, QLD 4000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"I am very happy with the advise that I have & am currently receiving from Brett, he has been advising me for over 20years now & the relationship that has developed is one of confidence & trust."

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on April 2021

"Thanks Stewart - it continues to be a pleasure to work with you. We're so happy to hear you have confidence and trust the advice we provide."

5.00

"All of the above. We are very happy with Brett’s advice and quick responses from his team. We also enjoy the convenience of having him at our house for these half yearly meetings. Chris"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on April 2021

"Thanks Chris, it's great to hear you're happy with your advice and service from our team. Looking forward to seeing you next time."

5.00

"Brett has definitely helped me understand my finance's and with his knowledge and expert advice I feel confident in telling my family and friends about the fantastic help I have received. Brett will do his upmost to help with anything I need."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on March 2021

"Thank you Valerie for your very kind words!"

5.00

"Brett has given us really strong investment advice for almost ten years. Brett has set up an investment and tax structure that continues to work well and that we can add to over time. We like Brett's style of communication and his ability to explain complex concepts to us in the right language. Brett is good at keeping our tax accountant involved so that everyone is on the same page."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on March 2021

"Thanks for your support Joshua - very happy to hear that you are happy with the service our team are providing, it's been a pleasure working with you and your family over the years."

5.00

"Having known Brett through a previous industry, his honesty and integrity made our decision so much easier to have him and his team take over our financial interests. Brett has provided a complete package for us for over sixteen years managing a self manged super fund, insurance advice, wills and general advice regarding borrowing along with budgeting and tax advice. We would not be in the financial position we are at present without Brett and the significant gains made in our super fund are nothing short of exceptional when comparisons are made in the industry. Sound decisions made by Brett continue to have our full confidence in the future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on October 2020

"Thank you for your kind words Murray - it's been a pleasure working with you and your family these past 16 years and myself and the team look forward to many more!"

5.00

"Brett has over the years provided excellent information on establishing a SMSF. From there we have worked on improving the bottom line of our business, assisting with clarifying accounting details, managing in detail the compliance of the SMSF, liaising with our accountants and finance broker. in short Brett is across his understanding of our business and our need for financial advice. Brett has also recommended various investment strategies which I believe have worked very well for us of many years. Brett also produces and distributes podcasts which we find informative to our situation."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on October 2020

"Thank you for your kind words Terry – it continues to be a pleasure to work with you. It’s also great to hear you’re enjoying our Resourceful episodes!"

4.75

"Brett's pragmatic yet effective advice has seen acceleration of our savings with negligible impact on our lifestyle or short term plans. Our satisfaction with Brett and Stratus was further bolstered when we received unfortunate health news 6 months ago to which our customised suite of crisis and income protection insurances responded in full, removing the burden of financial stress and allowing us to focus on getting well. We highly endorse Brett and the Brisbane based Stratus Financial Group team. Shane S"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Cribb profile photo

Brett Cribb responded on October 2020

"Thank you for your endorsement Shane – we appreciate you giving us the opportunity to advise you and trusting us to support you."

Showing reviews 1—7 of 7

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

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

Qualifications & Training

Bachelor of Engineering

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1989

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Diploma of Equities

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Professional Memberships

Australasian Institute of Mining and Metallurgy (AusIMM)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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