Brent Story

Cornerstone Advice

Platinum
10 Yrs Experience
Newstead, QLD 4006
I specialise in working with families to help them take complete control over their financial future. As a father and husband, I understand the time pressure and financial needs faced by families. Many families, even those earning high incomes, feel uncertain as to whether they are making the most of their finances. My role is to collaboratively establish a financial road-map, to ensure my clients are taking advantage of the numerous financial opportunities that exist (Plan A) whilst providing peace of mind in the knowledge that they are protected against unexpected events (Plan B). I am a Certified Financial Planner and hold a Bachelor of Business from the University of Southern Queensland. In 2016, I was a national finalist in AFA’s ‘Rising Star Award’, which recognises those advisers who provide excellent advice in an innovative manner. On a personal level, I am married with two young daughters, Grace (5) and Lexa (2). I love traveling, hanging out with my family and according to my wife I spend far too much time playing sport!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • 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

The fees that we charge differ depending upon the complexity of the advice that we are providing.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Cornerstone Advice

Gasworks Plaza, Lobby 2, Level 1, 76 Skyring Terrace
Newstead, QLD 4006

Opening hours

  • 9:00am – 5:00pm Saturday
  • 9:00am – 7:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
17 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 17

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5.00

"Brent has provided my husband and myself with advice around budgeting, loan products and purchasing our first investment property (and now with clear views to purchasing our second). As a young family, Brent has provided us with an in-depth understanding around building our investment portfolio and managing our superannuation. Brent clearly explains all advice and is easily contactable when we require his expertise. I cannot recommend Brent highly enough."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent is thorough, understanding and extremely knowledgable. The takes time to ensure he understands your goals and needs and also takes the time to ensure you understand his suggestions and does whatever he can to help you achieve your financial goals."

  • Government Assistance
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent has provided advice which is customised and specific to our family's needs. He is professional and knowledgeable and is clear when providing advice."

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

"It’s been a very easy and pleasant experience working with Brent. I now feel more secure that if anything untoward occurs, I will be financially ok and will not be a burden on my family. I feel more prepared for the future and I have a plan to achieve my ideal lifestyle. Brent’s communication was fantastic the whole way through and in no way did I ever feel like I asked a stupid question. I will definitely suggest my friends and family to speak with Brent should they need financial advice or help with their home loan."

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

"It’s been an excellent journey, very satisfied with the results. Brent has been very helpful and cooperative. He gave us a lot of time, showed a lot of patience, listened to all the details and embedded them all in our 5 year plan. We couldn't have asked for more. We had a rough idea about what we wanted our financial future to look like but struggled to put that in a concrete achievable plan/goal. Brent helped us in that space and gave us a lot of confidence that what we are aiming for is definitely achievable, if we put some discipline in place. While doing that, he provided his expert advice on our plan and also filled in all the gaps that we had with our insurance policies, superannuation. We couldn't have done all of these by ourselves for sure. We are very happy with Brent’s service and I will be telling my friends and family to also speak with Brent!"

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

"Working with Brent on an ongoing basis has helped us to reflect upon what the plan was and to make adjustments to take into account our changing financial position. His input has been really valuable, particularly with helping us understand how we are tracking with our income and expenses. Our meetings help us to understand how our decisions will impact on our net cash-flow. We are very happy with the service and would recommend him to others"

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

"‘We like the support that Brent provides to our business and personal financial affairs and that he keeps us up-to-date on how we are going financially. We are very happy with the service provided and we find our annual catch-up to be very beneficial. We are happy to recommend Brent’s services to other business owners seeking the assistance of a financial adviser’"

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

"I found Brent really easy to deal with and helpful, he was incredibly flexible in terms of meeting times. It was a very positive experience and I feel I have an insurance plan which covers me so much better than my old policy. Brent worked out a brilliant approach that beat the quote I had been given by a competitor. Will definitely recommend him to friends & family."

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

"Brent provides an exemplary service with great attention to customer service. We are grateful for his support, friendly disposition and attention to detail."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were very grateful to Brent for helping us navigate through what we felt to be a very confusing system - life insurance and income protection! Brent came to our home to meet, making him accessible and flexible. We felt well supported to make the right decision about the right product for us. Would definitely use him again."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2007

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Certified Financial Planner
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