Brett has close to 30 years of experience in the financial services industry, spending significant time working as a stockbroker. Brett has expertise in Australian and international equities, exchange-traded options, bonds, term deposits, and initial public offerings (IPOs), offering strategic insights and tailored investment solutions to help clients navigate and optimise their financial portfolios.
Brett prides himself on keeping on top of global events, market movements and company announcements. His extensive knowledge of market forces allows him to respond to changes and provide jargon-free advice to his clients.
Brett provides clients with comprehensive, tailored advice to help build and protect their wealth.
His areas of specialisation include asset allocation, investment strategies, portfolio construction, derivative strategies and superannuation. Brett partners with other specialists to provide complex strategic advice when required.
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