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 - I enjoy hanging out with the family on weekends, traveling and playing sport as often as possible!
The fees that we charge differ depending upon the complexity of the advice that we are providing.
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.
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.
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.
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.
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!
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business
Cornerstone AdviceGasworks Plaza, Lobby 1, Level 2, 76 Skyring Terrace
Newstead, QLD 4006
- 9:00am – 5:00pm Saturday
- 9:00am – 7:00pm Monday – Friday
Amp Financial Planning Pty Ltd