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.
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.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2008
- Years of experience 14
- Advanced Diploma of Financial Planning
Financial AscensionSuite 26, 3 Box Road
Caringbah, NSW 2229
Amp Financial Planning Pty Ltd