Brendon Read

Profusion Planning

Gold
18 Yrs Experience
Perth, WA 6000
As a CFP qualified Financial Planner, I'm committed to helping clients navigate through the complex work of personal finance. Very few people are taught how to deal effectively with money, and this often creates uncertainty and confusion. As your financial adviser I will help you determine what is important to you so that I can create a personalised financial plan that will enable you to achieve your goals. If like others, you've ever felt as though you could be doing more with your money, if you've been concerned about retirement, or you just want to make sure that you're on the right path, contact me at Profusion Planning for a confidential chat and let me help you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting

My fees

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

At Profusion Planning we are very transparent about our fees. Please feel free to contact me to understand how we charge for our professional advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Profusion Planning

333 Pier Street
Perth, WA 6000

Licensed by

Profusion Advisory Group Pty Ltd

AFSL 506425

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

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5.00

"Brendon and his team have been really outstanding in helping us deal with some complicated issues. His knowledge about my Government superannuation schemes was invaluable. Brendon has guided us through my retirement and given us a plan for a more financially secure future."

  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Without Brendon's advice, planning & assistance in growing our superannuation in the years before retirement, the preparation for retirement and retirement, our financial circumstances would not have permitted that which we enjoy today."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendon is an exceptional adviser and always gives us strategies to maximize our growth and retirement savings. Brendon listens to our needs and designs our plan accordingly. Peter 6007"

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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