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.
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.
- Adviser status Platinum
- Number of reviews 1
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
On-Track Financial Solutions Pty LtdSuite 40, 11 Preston St
Como, WA 6152
- 8:30am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd