Brenda Will

On-Track Financial Solutions Pty Ltd

Platinum
17 Yrs Experience
Como, WA 6152

I work at On-Track Financial Solutions in Como, Western Australia. 

I am an accredited Aged Care specialist adviser, Certified Financial Planner, hold a Diploma, Advanced Diploma and Graduate Diploma in Financial Services as well as a Bachelor of Science and a Bachelor of Veterinary Medicine & Surgery (Hons). I have worked in financial advice and retirement planning for over 20 years.

I am a passionate advocate of ageing well and work with clients in exploring financial and accommodation options that help to prioritise health, lifestyle and fulfillment no matter what your age. As well as assisting clients and their families on a one-on-one basis, I also visit community, seniors and retiree groups to improve public education and awareness of aged care issues, options and the importance of ageing well, by speaking on these and related topics.

My passion is to bring the best quality of life to older and ageing Australians through compassion, knowledge, planning and thinking outside the square.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 17
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

On-Track Financial Solutions Pty Ltd

Suite 40, 11 Preston St
Como, WA 6152

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306