Brett commenced working in financial services back in 1992, and brings a well-rounded financial skill set to his clients. From running bond funds to lending, banking, taxation strategies, superannuation, wealth coaching, and financial planning, Brett has delved into hands-on experience with financial services for most of his career of almost 30 years.
With a fresh enthusiasm for seizing financial opportunities as they arise, Brett brings passion and drive to the table. He ensures that his clients have an in-depth understanding of financial services from many different perspectives. This ensures that Brett’s clients deal with someone who has a solid grasp on the overall picture, as well as a knack for understanding the details to ensure ongoing improvements are always in focus.
Having previously worked for National Australia Bank, National Trustees, Colonial State Bank, AMP Financial Planning and now running a self-licensed financial advisory, Brett has an in-depth understanding of how the finance sector works. Brett’s aptitude for financial planning, as well as his ability to successfully manage a business are further enhanced by his experience as a self-employed Financial Planner. Having worked for his own business since 2011, he understands the ins and outs of what it takes to make a business run smoothly.
With his passion, experience, and breadth of knowledge, it is no wonder that Brett specializes in wealth coaching. The nuances of taxation strategies, superannuation, finances, investment strategies, and risk management are all parts and parcels of his extensive repertoire. This means that our clients’ financial affairs are managed by an advisor who really knows the game.
I have a passion to help people for their futures and maximise their potential so that they can anjoy lives of abundance and freedom. I'm proud to have helped my many clients during my career, and create a safe environment where anything can be discussed.
At Freedom Wealth Services, we believe in a client-focused, holistic approach to wealth creation. We are not your typical financial planner and our service won’t be limited to providing tips and recommendations.
We go the extra mile for our clients to make the entire process as easy and seamless as possible– from identifying and planning for your dreams to turning them into reality. It’s a full-on service that touches on all aspects of your financial life, providing value through expert guidance in budgeting, reducing debt, minimising taxes, investment decisions, and achieving your goals faster.
We are self-licensed, a privately owned financial planning practice that operates on a fee for service model. We are not owned by any banks or financial products that may sway our advice. You can therefore be confident that there is a full suite of financial products and services at your disposal. This means you are able to access whichever ones are genuinely most appropriate for your unique situation.
The Association of Independently Owned Financial Professionals, our chosen body for membership, and we are proud to maintain membership with this association. Being members of this association helps ensure we remain accountable to our status as a self-licensed fee for service advisory.
Freedom Wealth Services is committed to maintaining best practice standards across the board, ensuring we adhere to regulatory requirements, and holding qualifications that you can rely on: