Brenda Will

DLP Life Design

Silver
16 Yrs Experience
South Perth, WA 6151
I work at DLP Life Design in Mount Pleasant, Western Australia.  I am an accredited Aged Care specialist adviser, Certified Financial Planner, hold a Diploma and Advanced Diploma in Financial Services as well as a Bachelor of Science and a Bachelor of Veterinary Medicine & Surgery (Hons) and 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

DLP Life Design

Suite 7, 23 Richardson St
South Perth, WA 6151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Brenda became my financial adviser in 2006 and I could not be happier with her attention to my personal situation. Brenda was very patient and understanding of my lack of attention to detail. I have every confidence in her advice in matters of superannuation, debt reduction, investment strategies and home financing plus a lot more. She is a lovely person and very easy to talk to even about highly personal concerns. Brendas advice set me on a solid platform for retirement and I could not recommend her highly enough as an understanding and compassionate person as well as a financial advisor."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Certified Financial Planner (CFP)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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