Brett Shoemark
Financial Adviser
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About
Brett Shoemark is an ASIC-registered financial adviser based in Ballina, NSW, dedicated to helping individuals and families achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Business (Accounting and Finance) from Southern Cross University and a Diploma of Financial Planning from Kaplan Professional Education, Brett has been providing expert financial guidance since 2007. His commitment to ongoing professional development is evidenced by certifications in mortgage broking, margin lending, and self-managed superannuation funds. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Brett adheres to the highest ethical and professional standards, ensuring clients receive trustworthy and reliable advice. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Brett can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice, including securities and government debt Whether you're planning for retirement, seeking to grow your wealth, or require advice on insurance or superannuation, Brett can provide the expert guidance you need. Contact Brett today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Brett Shoemark offer?
Brett Shoemark provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Brett Shoemark have?
Brett holds a Bachelor of Business (Accounting and Finance), a Diploma of Financial Planning, a Certificate IV in Finance and Mortgage Broking, and certifications in Margin Lending and Geared Investments and Self Managed Superannuation Funds.
What is the process for becoming a client of Brett Shoemark?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Brett will develop a personalised financial plan tailored to your specific needs. This plan will be reviewed and adjusted as needed to ensure it continues to align with your evolving circumstances.
What can I expect during my first meeting with Brett?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and risk tolerance. Brett will explain his approach to financial planning and answer any questions you may have. It's an opportunity to get to know each other and determine if you're a good fit to work together.
Is Brett Shoemark a member of any professional organisations?
Yes, Brett is a member of the Stockbrokers and Investment Advisers Association (SIAA).
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