Brett Surman

Gilkison Group

Platinum
13 Yrs Experience
Como, WA 6152
I am a big believer that life is to be enjoyed. We should all be able to spend our time doing the things that give our life real meaning and purpose. Life is short though and we only get one shot at it so we need to make every decision count. Especially the financial ones! I help my clients by giving them greater financial certainty of achieving the things in life that are important to them. The way I do this is by developing financial strategies that give each of my clients a clear understanding of where they want to go and how they are going to get there. I am then responsible for coordinating their team of professional advisors (i.e. accountants, lawyers, brokers) and project-managing their services to deliver the outcomes that are important to each client. For this reason, my clients often think of me as their 'Lead Advisor'. The clients I typically work with are high-income professionals who enjoy their lifestyle but feel like they're not making the most of their financial opportunities. They are intelligent and motivated people who understand what is important in their life and they want more financial certainty that they will achieve it.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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 Platinum
  • Rating 4.90
  • Number of reviews 15
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Gilkison Group

Ground Floor, 1 Preston St
Como, WA 6152

Licensed by

Gilkison Group

AFSL 230095

4.90
15 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Great service, great advice. Highly recommend."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We always find Brett very informative and always feel at ease in our meetings with him. He answers our queries with confidence and an excellent knowledge of his profession. We feel very secure knowing that Brett has our best interests at heart and would highly recommend him to any future client."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has provided us with fantastic knowledge and advice to set up our SMSF. He is great to work with and is always quick to reply to any queries that we have. I would definitely recommend Brett as a financial advisor."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been my financial adviser now for a number of years. He is very personable, knowledgeable and explains everything in easy to understand language. I feel very comfortable in the knowledge he is looking after my best interests."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brett provides very professional, well researched and documented ongoing financial advice for our retirement using our combined superannuation funds. We have recommended him to our friends and have no hesitation in recommending him for advice on financial planning."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been so helpful. When my husband passed away and all the investments came to me, I had no idea what to do with all the paperwork having never had to worry about it. I went to Brett and he explained everything complete with whiteboard to make it easy for me. He suggested ways of consolidating and putting more into super. He has also helped with Centrelink. I'm very happy with his advice and find him easy to talk to."

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I are both very satisfied with the information Brett has given us. He is a friendly and genuine person who explains things in a way we both understand. We would not hesitate to recommend him to others as we feel he has our best interests at heart."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I feel very comfortable with the very professional way presents information and ideas in relation to our Superannuation and Transition to Retirement. His attention to detail both written and verbal is outstanding, and we would have no hesitation in recommending Brett to others in our position requiring financial assistance."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"When I first became a member of Provident, my original Financial Planner was Paul Carter, Principal of Provident with whom I felt secure and reassured with his advice as I was not trusting of someone else to manage my hard earned money. The ethos of Provident provides me with comfort and knowledge that Provident do indeed have my welfare including financial at their heart and I am pleased to say that Brett does support the integrity of the company."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very pleased that Brett is our advisor. We have confidence in the advice he gives and feel very comfortable in his presentation of information."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

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

Qualifications & Training

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Certified Financial Planner (CFP)

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

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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