Brett Tilley

Tilley Financial Group Pty Ltd

Gold
34 Yrs Experience
North Ward, QLD 4810

Recent reviews

Tilley Financial Group Pty Ltd

The Drill Hall, 27 Mitchell Street
North Ward, QLD 4810

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Prior to you agreeing to proceed with the preparation of a Statement of Advice, the actual fee will be quoted to you.

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
19 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"From our first appointment with Brett he has been helpful and open with his advise. He has been able to explain some complex issues to us and has spent time looking into our situation before giving advise. I felt confident that this information was correct for our needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have dealt with Brett for approx 25+ years he has always given me good expert advice, the products are top quality and i feel that i always got value for money. He is deffinetly someone who you can trust with financial advise i also consider him a good friend.I have no problem recomending Bretts services to any of my freinds and family."

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is very friendly and informative. Nothing is too much trouble, if he doesn't know the answer, which is rare, he will find out and respond quickly, His expertise and knowledge of the products in which he offers is outstanding and he provides 110% service. I have recommended Brett to others who have also been very impressed, they have then also recommended Brett to their friends."

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

"I can't ever wish for a better financial advisor he wouldn't offer advice on any issue'/or system that he didn't' himself believe in. Or would do himself;. that sounds like a typical advisor /cars salesmen sort of person, but he isn't' that He doesn't promote greed , but wise advice that he would't give if he didn't believe it in or do it himself. He is not a risk taker, just a very careful wise man. Which is what we all need in this terribly greedy world of the quick buck. When I get worried he reassures and calms me down realistically. but never forces in any way our decisions . and we don't alwasy agree? we dropped the extra trauma cover, due to the cost, at our age. but that advice has just saved a young man who has had an osteo sarcoma and wouldn't have had the ability to have his treatment over past year, with a young partner/carer, had he not had that advice. He is wise, kind and smart"

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is very polite, friendly and knowledgeable in all matters that we put forward to him, if he is unsure he sorts it out. He explains things to you that are easy to understand and we are always satisfied when we leave his office."

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

"Brett speaks clearly and knows how the markets work and what my requirements are for a secure retirement."

  • Government Assistance
  • Superannuation
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Brett set me up with an Income Protection Insurance when I started out in business for myself 13 years ago. The advice given and type of protection recommended is a life saver. I am currently off work with a long term injury and I am not stressed or worried about my income because of the backing and support of Brett and his staff. I would recommend Tilley Financial Group to everyone. Regards Steve."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has always listen to our needs, taken his time to explain clearly about our super and life Insurance's. He has all so helped us to retrieve old super. We feel that we are on the right track for our retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Will always take the time to explain to us and help us understand the financial jargon, to enable us to make choices for our future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Margin Lending and Geared Investments

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

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  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 Tilley
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