Brett Call
Financial Adviser
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About
Brett Call is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Brett holds a Bachelor of Commerce from the University of New England and an Advanced Diploma of Financial Services from Kaplan. He has also obtained certifications in SMSF through CPA Australia, ALPA through Kaplan, Margin Lending and Geared Investments also through Kaplan and Ethics and Professionalism in Financial Advice through Kaplan. Brett's commitment to ongoing education ensures he provides the most up-to-date and effective strategies. As a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Brett adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Brett is passionate about empowering his clients to make informed decisions about their financial future. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Brett Call today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Brett Call offer?
Brett Call provides advice on superannuation, retirement planning, wealth management, insurance, and investments. He is authorized to advise on a broad range of financial products to suit your individual needs.
What are Brett Call's qualifications and professional memberships?
Brett holds a Bachelor of Commerce, SMSF certification from CPA Australia, ALPA, Margin Lending and Geared Investments certification, Advanced Diploma of Financial Services, and Ethics and Professionalism in Financial Advice. He is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
How does Brett Call approach financial planning?
Brett takes a personalized approach to financial planning, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first consultation with Brett Call?
During your initial consultation, Brett will discuss your financial goals, gather information about your current situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if Brett is the right financial adviser for you.
Can Brett Call help me with my superannuation and retirement planning?
Yes, Brett specializes in superannuation and retirement planning. He can provide advice on optimizing your superannuation contributions, selecting appropriate investment options, and developing a retirement income strategy to help you achieve a comfortable retirement.
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