When it came to acquiring a lifestyle underpinned by financial security, Brenton decided to ignore what he’d grown up in Sydney hearing, “People like us can’t do things like that.”
Brenton’s own financial education started early, talking through the concepts in the Australian Financial Review with a friendly commerce teacher. Today, listening and talking through concepts is exactly what Brenton does for his clients and in the media — including the Financial Review.
Consistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton believes strongly in separating advice from commissions and instead focussing on delivering genuine value to clients.
Still working directly with clients and founder of two previous dealer groups which he later sold, Brenton has a wealth of experience in understanding what practice owners need to run a successful, ethical, sustainable and profitable business.
Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning. He is completing his Masters of Business Administration and is enrolled in the Fellow Chartered Financial Practitioner programme (FChFP). Brenton is a Senior Associate Member of FINSIA, a Practitioner Member of the Association of Financial Advisers and a member of the Association of Independent Financial Professionals. In addition, Brenton is an accredited trainer for financial planners and writes part of the Continuing Professional Development syllabus for Kaplan.
Outside of the office, Brenton spends time with his ever-expanding family, working on the farm or sailing the Sydney to Hobart Yacht Race.
Fees are based on the time and complexity of the advice only and are never linked to the amount of money that is invested.
Prior to engaging with Financial Spectrum, we had been drifting financially with no overarching plan or cohesive approach to our future financial planning and stability. We have since been guided through an exhaustive process with Brenton and Jessy to understand our current position, our aspirations and to map out a comprehensive plan for the future. Over the last ten months that has led us to being well on the way to our goals with a house purchased, a unit sold, insurances in place, super consolidated, daily budgeting plan in place… amongst other things! All of this achieved with Brenton and Jessy’s detailed advice and prudent guidance. Unfortunately we fall into the category of ‘why didn’t we do this sooner’ but now we have taken the steps needed to get on top of our family financial planning we are extremely glad we did so with Financial Spectrum for their comprehensive and impartial approach.
I’ve enjoyed working with Brenton and developing our strategy. I feel more in control now.
Got on same page and great to run ideas past
- Adviser status Platinum
- Number of reviews 65
- First year providing advice 2005
- Years of experience 19
- Bachelor of Commerce (Accounting)
Financial SpectrumLevel 13, 447 Kent St
Sydney, NSW 2000 99 Beattie St
Balmain, NSW 2041
- 8:00am – 6:00pm Monday – Friday
Climb Wealth Pty Ltd