"I provide objective independent advice to build client wealth to assist them in meeting their goals."
Brett is a Senior Investment Adviser and has been with Morgans since 2007.
Services and specialities
- Fixed Interest and Cash Management
- Options and Warrants
- Portfolio Administration
- Superannuation Advice
- Wealth Management
Brett aims to build client wealth through well diversified portfolio construction, aimed at optimising returns whilst minimising risk. Brett believes a well structured equities portfolio should be an integral part of a balanced investment portfolio to build long term wealth. Brett utilises a comprehensive equities research database to select stocks that will best meet a client's needs.
Industry Education & Experience
- Bachelor of Surveying, University of New South Wales, 1990
- Graduate Diploma of Applied Finance & Investment, Securities Institute, 2002
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - North Quay. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
- Derivatives Level 1
- Derivatives Level 2
- Managed Investments
- Margin Lending