Brec Fenton

Senior Private Wealth Adviser

Background

Brec brings more than 20 years of dedicated experience in investment management to his role with Ord Minnett. He focuses his expertise on developing and meticulously executing tailored investment strategies that are directly aligned with his clients’ specific financial goals and individual stages of life.

Brec places significant emphasis on nurturing strong client relationships, providing highly personalised advice and delivering regular, comprehensive performance updates. This ensures that clients remain well-informed and actively engaged with the management of their investment portfolios. With a strong analytical foundation, Brec effectively utilises in-depth market research and strategic asset allocation principles to drive well-informed investment decisions.

His excellent communication skills are invaluable in clearly explaining complex financial concepts, empowering clients to feel confident and knowledgeable when making crucial investment choices within the realm of investment services.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia
  • Bachelor of Business, Queensland University of Technology

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Brisbane
Level 34/71 Eagle St Brisbane City QLD 4000
(07) 3214 5555
brisbane@ords.com.au

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