Brent Cerutti

Kelly Wealth Services

Gold
18 Yrs Experience
Cairns, QLD 4870

Recent reviews

Kelly Wealth Services

Suite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870

Opening hours

  • 8:00am – 3:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 13
  • First year providing advice 2004
  • Years of experience 18
  • 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
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Your Financial Guide Pty Ltd

AFSL 511377

4.80
13 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.80
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"My wife and I both feel dealing with Brent Cerutti is probably the best thing that's happened to us in recent years. We find him to be extremely accommodating, knowledgeable, and thorough. He is always ready to answer our questions, and happy to liaise with our Brisbane based accountant. We hope our relationship with him continues for many years."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Brent is extremely patient and respectful of my finance illiteracy. He always responds to my queries and requests."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Same as above"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Have not had time to read the very detailed information supplied. An alternative scenario is due to be sent to me for incorporation into the report."

  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very effective communicator who is able to explain strategies in a down to earth manner."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Enjoy our yearly review sessions - Brent is very thorough and explains in terms so as it can be understood. He cares about his clients and this shows in his work and interest in getting to know his clients and their circumstances to be able to assist in his services to the best of his ability."

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

"Brent has given all aspects of our finances, including but not limited to super, insurance and investments a health check. He has taken the stress out of comparing super funds and negotiating insurance options that best suit our needs at this point in our life. Brent is obviously very experienced in his field and thoroughly researches the best options before patiently explaining them to us. He is always available to answer any query we have and make sense of that financial jargon. Brent has been a real lifesaver!"

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

"Brent is proactive and always ready to give me helpful advice to ensure goals are being achieved."

  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot explain how relieved we felt after our first meeting with Brent a couple of years ago. He made it so easy for us to be confident around a retirement strategy that will get us where we want to be. Thanks so much Brent!"

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

"Very comfortable and confident with the financial advice supplied by Brent."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Bachelor of Management

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1999

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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