Brenton Tong

Financial Spectrum

Platinum
17 Yrs Experience
Sydney, NSW 2000
When it came to acquiring a lifestyle underpinned by financial security, Brenton decided to ignore what he’d grown up in Sydney hearing, “People like us can’t do things like that.” Brenton’s own financial education started early, talking through the concepts in the Australian Financial Review with a friendly commerce teacher. Today, listening and talking through concepts is exactly what Brenton does for his clients and in the media — including the Financial Review. Consistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton believes strongly in separating advice from commissions and instead focussing on delivering genuine value to clients. Still working directly with clients and founder of two previous dealer groups which he later sold, Brenton has a wealth of experience in understanding what practice owners need to run a successful, ethical, sustainable and profitable business. Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning. He is completing his Masters of Business Administration and is enrolled in the Fellow Chartered Financial Practitioner programme (FChFP). Brenton is a Senior Associate Member of FINSIA, a Practitioner Member of the Association of Financial Advisers and a member of the Association of Independent Financial Professionals. In addition, Brenton is an accredited trainer for financial planners and writes part of the Continuing Professional Development syllabus for Kaplan. Outside of the office, Brenton spends time with his ever-expanding family, working on the farm or sailing the Sydney to Hobart Yacht Race.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fees are based on the time and complexity of the advice only and are never linked to the amount of money that is invested.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 64
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Financial Spectrum

Level 13, 447 Kent St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Climb Wealth Pty Ltd

AFSL 409424

4.70
64 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.60
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 64

Sort by

4.25

"I’ve enjoyed working with Brenton and developing our strategy. I feel more in control now."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Good, informative"

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Excellent"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Got on same page and great to run ideas past"

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We really enjoy working with Brenton. I think he is very knowledgeable and very engaging. I do trust his judgement and that he has our best interest at heart."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Brenton has been great. Explained things clearly. Been realistic and set us on a good path."

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

"I find Brenton very easy to work with he explains in great detail and makes recommendations for improvement."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Positive and helpful"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our advisor has helped us make financial decisions that will help set us up for the short and medium term future for our family."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I found our advisor very down to earth but professional. He really listened to what we had to say"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 64

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2009

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1998

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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