Brett TarlingtonASIC Authorised Representative Number 260388Memberships
Brett aims to provide financial advice to families and small businesses which are, or want to be, financially independent. Brett’s background consists of advice to small business owners and families on a range of financial planning issues over the last 10 years. This collective experience is used to assist and grow all clients towards their personal lifestyle objectives. Prior to advising clients, Brett worked in a number of roles within the Funds Management Industry and during this time has provided technical briefings and training to Accountants and Financial Advisers in the areas of Self Managed Superannuation and Retirement Planning issues. From a client perspective, once we have determined your financial objectives, our ongoing advice is provided through a formal process of regular reviews on a stated time each year. Supplementary advice is provided during the year as required, this ensures you continue to move towards achieving your personal goals. Our approach to financial planning is comprehensive and all areas of your financial affairs are addressed. Where these fall outside our area of expertise, (such as accounting, finance and legal), you will be referred to another professional or we will work with your existing relationships to ensure a co-ordinated approach to your financial affairs. Our typical clients are those with comprehensive portfolios located within Self Managed Superannuation Funds or families looking to accumulate wealth to be financially independent in retirement. As a result of clients having a variety of financial assets, we provide strategy advice across a number of investment areas, not just the managed fund environment. We also actively encourage clients to investigate a range of investment alternatives where appropriate to their circumstances. Contact DetailsOffice 81, 47 Neridah Street PO Box 1274 Ph: 02 9410 2022 Home | Financial Planning | Our Advisers | Our Partners | Resources/Links | Contact | Client Access
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