Brett Stokes

Financial Ascension

Silver
14 Yrs Experience
Caringbah, NSW 2229
Hi all, I am a 'Grassroots' financial planner with over 20 years experience in the finance industry. My background is banking and small business, having spent the first 15 years of my working life with the National Australia Bank and advancing through the ranks from Office junior to Business Banking Manager. In 2005 after spending 5 years at home as a 'House Dad' with my two boys (now 21 & 20) - I started and ran my own Coffee shop/Childrens party business for 4 years before changing direction in my career by studying Financial Planning and obtaining my Mortgage Brokers Licence. It has been a wonderful career change and natural fit to my working life, as I am now both an accredited Mortgage Broker (MFAA) as well as a Financial Planner (FChFP). I am a member of both the AFA (Association of Financial Advisers) and FPA (Financial Planning Association. I have a strong Customer Service focus and by being able to advise in Home loans, debt and Banking as well as Superannuation, insurance and investments - allows me to help you to get the financial solutions that you are after. My approach is always simple and common sense. I hope to hear from you soon.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Financial Ascension

Suite 26, 3 Box Road
Caringbah, NSW 2229

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Brett was very professional, explained details clearly and concisely, conscious of our needs and friendly. Our meetings with him were relaxed & provided us with a sense of ease with regards to our financing. I wouldn't hesitate to recommend his services to our friends and family and will definitely meet again when we are ready for the next step in our financial planning. Thank you."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Borrowing

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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