Experienced Adviser specialising in Personal Insurances. I am an authorised representative of Synchron one of the largest non insitutionally owned licensees in Australia.
Let me review your current personal and financial situation and match them with affordable products that match you and your family's personal needs.
Products are sourced form all available Life Companies, all approved by APRA.
The products I specailise in give you certainty in the event you need to ever make a claim.
Member of the AIOFP - Independantly Owned Financial Advisers of Australia. AIOFP Advisers are not affiliated with banks or insurance companies, which means we work only for you, the client.
I get paid via commissions for policies that are put in force. This reduces the out of pocket cost to clients.
I have been a client of Brett's for over ten years, during that time I lost my husband to Cancer. Brett had performed a thorough assessment of our needs which allowed me to be adequately insured and able to support my family. Brett performs a detailed annual review to make sure my needs haven't changed and ensure the policies are the most competitive. I would highly recommend Brett as a financial planner.
Brett has provided my family over a long period of time valuable conversations regarding our insurance requirements. He is continually in contact with us for review and this time are again satisfied with our cover.
Extremely happy with Brett's services in regards to Life Insurance products. He was able to find insurance policies with better features and at a cheaper price than my current policies, saving me a bunch of money. I was dreading the whole process to be honest, but Brett organised all the quotes, comparisons, and paperwork, etc, and explained things to me in a clear way, making the experience really easy. Highly recommend!
Brett has excellent customer service. He has suited a policy specific for our circumstances. He has shown a huge amount of empathy and support when we needed to claim against our policy.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2001
- Years of experience 21
- Bachelor of Business
Southern Cross Financial Pty LtdSuite 3, 128 Main Street
Osborne Park, WA 6017
- 8:00am – 5:00pm Monday – Friday
- In person
Edge Financial Group Pty Ltd