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Financial Planner Profile

Name: Brett Stephenson

Qualifications:
In addition to his Advanced Diploma in Financial Services, Brett has an MBA and a MA in Japanese. Brett has been a financial planner since 2012 and is licenced by Elders, one of the oldest and most respected financial planning businesses in Australia. During his career Brett has had 100% satisfaction from his clients, helping many of them achieve financial security and supporting them with insurance claims.

Brett is a family man who is here to provide busy people with tailor-made financial advice. His mission is to protect your family and guide you to achieving your dreams. I come from a career in finance education so I’m a good communicator. I listen to your story and I’m comfortable answering your questions. Once we’ve achieved a meeting of the minds I’ll present you with alternatives for how to get your hard-earned money working for you.

What clients should expect when they meet Brett Stephenson 
I will come to see you in your office or at home at a time that is suitable for you. At our first meeting, I will ensure that I completely understand where you are now and where you’d like to get to. I’ll also make sure that you get to know about me and what I can do for you. If it’s a good fit I’ll ask you some questions and take them away to research alternatives for you to consider. At our second meeting, I’ll give you some options. Basically, I’ll tell you how much it’s going to cost to achieve your goals. At the second meeting I’ll ask you to decide on your preferred option and then I’ll go away and prepare the Statement of Advice and applications for our third meeting. There will be no surprises along the way and I’ll make sure I explain everything clearly.

What clients should provide on their first appointments.
Please bring along any current superannuation and insurance policies. Most importantly, think about what is important for you to achieve and what you’d like to protect.

Why work with Brett Stephenson?
This is about YOU. Brett has a lot of life experience and listens carefully to understand YOU.

Brett works hard to reduce your financial worries, achieve your goals and save you money…

That’s why Brett:

  • comes to you wherever & whenever it suits YOU
  • takes the time to find out what YOU need
  • finds the best value options on the market
  • explains everything simply and clearly
  • always put YOU first
  • is the only number to call for insurance claims

On the personal side:
Brett lived and worked in Japan for many years, but he returned to his hometown with his family and now loves the Sunshine Coast lifestyle. He is the proud father of two girls who are both at university, and a high school-aged boy, so he truly understands the needs of families. He’s passionate about providing advice to meet his clients’ objectives and help them to make the most of their resources. Brett loves sports. He enjoys SCUBA diving and is a keen golfer and snowboarder

Financial Planning Services:

  • Superannuation
  • Wealth Management

  

  • Income Protection
  • Trauma Cover