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.
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
We really enjoy working with Brenton. I think he is very knowledgeable and very engaging. I do trust his judgement and that he has our best interest at heart.
- Adviser status Platinum
- Number of reviews 64
- First year providing advice 2005
- Years of experience 17
- Bachelor of Commerce (Accounting)
Financial SpectrumLevel 13, 447 Kent St
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Friday
Climb Wealth Pty Ltd