brett mcpherson
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306AFP®, B Comm, Dip FP
Brett has over 14 years of experience in financial services where he gained experience in a variety of roles including paraplanning and financial planning with most of his career spent advising directly with clients.
Brett is committed to applying his experience and knowledge to provide quality strategic advice to clients allowing them to achieve the best possible outcomes. He works with clients at any stage of life, especially those that are nearing or have retired.
He understands that every client’s financial and life circumstances are different and is committed to tailoring a solution personalised to them.
Brett enjoys taking the complex and confusing out of financial matters and explaining it in a way which is easily understood by his clients.
Brett enjoys surfing, playing golf and music.
One of my strengths is being able to take the complex and confusing and explain it in a way that’s easily understood.
Specialist Skills
Retirement Planning Advice
Superannuation Advice
Investment Strategies
Budget and Cash Flow Management
Personal Insurance
Business Insurance
Self-Managed Super Funds (SMSF) Advice
professional qualifications
Diploma of Financial Services (Financial Planning)
Bachelor of Commerce
Self-Managed Superannuation Funds (SMSF)
Financial Adviser Standards and Ethics Authority (FASEA)
membership & associations
Member of the Financial Planning Association (FPA)
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