Brett Puxty
Financial Adviser
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About
Brett Puxty is an ASIC-registered financial adviser based in Maitland, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on a Diploma of Financial Services (Financial Planning) obtained from Tribeca in 2005, followed by an Advanced Diploma of Financial Services (Financial Planning) in 2006, and further enhanced by a Certificate IV in Finance and Mortgage Broking from Kaplan Professional in 2014, Brett brings a wealth of knowledge and experience to every client interaction. As a member of the Financial Advice Association of Australia (FAAA), Brett adheres to the highest ethical and professional standards. Brett is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He specialises in crafting personalised strategies to help you build a secure financial future. • Superannuation advice • Insurance solutions • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts Ready to take control of your financial future? Contact Brett today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What financial planning services does Brett Puxty offer?
Brett Puxty specialises in superannuation advice, insurance solutions, and retirement planning. He can help you navigate the complexities of these areas to achieve your financial goals.
What qualifications does Brett Puxty hold?
Brett holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Certificate IV in Finance and Mortgage Broking. He is also a member of the Financial Advice Association of Australia (FAAA).
How can Brett Puxty help me with my retirement planning?
Brett can assist you in developing a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. He'll help you optimise your superannuation and investments to ensure a comfortable retirement.
What can I expect during my first consultation with Brett?
During your initial consultation, Brett will take the time to understand your financial goals, current situation, and any concerns you may have. He will then outline how he can assist you and discuss the next steps in the financial planning process.
Why is it important to seek advice from an ASIC-registered financial advisor like Brett Puxty?
Seeking advice from an ASIC-registered financial advisor ensures that you are receiving guidance from a qualified professional who is bound by legal and ethical obligations to act in your best interests. This provides you with peace of mind knowing that your financial well-being is in capable hands.
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