Brayden Harkness

Sinclair Wilson Investment Services Pty Ltd

Silver
7 Yrs Experience
Warrnambool, VIC 3280
We all have our own unique wants and needs out of life, everyone is different. For some it may be the simple things, while others may wish on a grander scale. The one similar feature that all our goals share, is that without appropriate planning, they are just wishes. My job is to work together with you to create that plan. I'll handle the complexities that the financial world throws at you, from superannuation, investments and insurance right through to retirement and Centrelink. Meanwhile you can enjoy doing what you really want to be doing - spending time with family and friends, travelling, studying - knowing your journey towards financial freedom is on track.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • 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 Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Sinclair Wilson Investment Services Pty Ltd

257 Timor Street
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sinclair Wilson Investment Services Pty Ltd

AFSL 229238

5.00
2 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—2 of 2

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5.00

"Brayden has set up an investment portfolio for me to assist in my savings for the future. I am currently travelling and Brayden is always easy to contact and he takes the time to answer any queries I may have. I am confident in Brayden's ability to manage my finances and I am happy to act upon his advise accordingly."

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

"Brayden is friendly and insightful, with excellent communication & interview skills, providing him with clear insight into our needs. He has always followed through with his commitments and been clear and helpful in his advice, allowing time and space to assimilate and take personal responsibility."

  • Superannuation
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Aged Care
  • Growing Assets

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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