Brent is a Cairns local who has a strong belief in family, community and true financial planning. He has a wealth of experience, having spent over 20 years in the Financial Services Industry and been a Financial Adviser since 1996. Brent moved into private practice in 2007 and now runs his own licensee since 2019.
Brent specialises in providing holistic financial advice focused on achieving his clients’ financial goals and dreams. He advises on wealth creation, wealth preservation, personal insurance and retirement planning for a wide range of clientele. Brent’s main areas of expertise are centered on the self employed and HNW clients providing exceptional service, advice and certainty
Kelly Wealth is a great organisation. We are so happy and grateful for the diligent care and support we are receiving, to ensure our financial future is secure. We have so much time and respect for Brent and the Kelly Wealth team. Thank you for keeping us on track to reach our goals.
Brent is the best. He is always knowledgeable, professional and gives the best advice. I trust him implicitly to manage my financial affairs and have done so for about 20 years.
We have been clients of Brent's for approx 18 years. Brent has set up our finances so that we can enjoy our retirement confidently knowing that our portfolio is taken care of. Brent has always been extremely professional. .
Brent has given me advise on my Superannuation Investments and i have found him to be extremely professional and his explanation of all aspects of my portfolio have been very easy to understand. I would highly recommend Brent to anyone as an Financial Adviser who gives you the utmost care and attention.
Brent's reviewed all my current insurance options based on what I was looking for now and also when I will need in the future so I am very confident that my insurance will meet my needs now and for the next few years. Brent is also a great person so talk to, he's good value and knows he stuff and makes it all super easy to understand.
- Adviser status Gold
- Number of reviews 19
- First year providing advice 1996
- Years of experience 26
- Certified Financial Planner (CFP)
Kelly Wealth ServicesSuite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 3:00pm Friday
- In person
- Video call
Your Financial Guide Pty Ltd