Brett Mulquiny

Pinnacle Partners Pty Ltd

Gold
10 Yrs Experience
Robina, QLD 4226

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.45
  • Number of reviews 12
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Science
  • Language spoken
    • English

Pinnacle Partners Pty Ltd

Unit 12, 249 Scottsdale Drive
Robina, QLD 4226

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Mdrc Wealth Pty Ltd

AFSL 518309

4.45
12 Reviews
5
4
3
2
1
4.35
Clear communication
4.25
Knowledge & expertise
4.70
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.50

"Brett has always made himself available whenever I have needed advice or have had questions. He has been very helpful, friendly and prompt in answer to my queries. I have found him to be very professional in his dealings with me."

  • Government Assistance
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Satisfied with advice received & ongoing management regarding growth & income streams from SMSF assets. Will need to reassess in 12 months."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Confident that Brett understands my needs and is working to achieve my aims"

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

"Brett is a very helpful and knowledgable advisor."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Great information and knowledge on investments. Always willing to assist to help out with the tough questions."

  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Both patient and helpful.Responded well to questions and comments."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"very helpful and down to earth"

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

"very good"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with advice and presentation."

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

"Have a greater understanding of what our super is doing. Brett is the first advisor that we can follow everything he tells us ( well most things... we are talking about super!??) He makes us feel very comfortable when talking to him!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Science

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Integrity Education Group
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Integrity Education Group
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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