Brian Willett
Financial Adviser
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About
Brian Willett is an ASIC-registered financial adviser located in North Wollongong, NSW. With a Bachelor of Commerce from The University of New South Wales (1986) and a Graduate Diploma of Financial Planning from the Securities Institute of Australia (2005), Brian possesses a strong foundation in financial principles. He further enhanced his expertise with specialized training in Self Managed Superannuation Funds from Kaplan Professional Education (2014) and successfully completed the FASEA Exam in 2020. As a member of CPA Australia (CPA), Brian adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. Brian is dedicated to helping his clients achieve their financial goals through personalized and strategic advice. His key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Brian today to schedule 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 Brian Willett offer?
Brian Willett provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. He offers comprehensive solutions tailored to your individual needs.
What qualifications does Brian Willett have?
Brian holds a Bachelor of Commerce from The University of New South Wales, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and specialized training in Self Managed Superannuation Funds from Kaplan Professional Education. He has also completed the FASEA Exam and is a member of CPA Australia.
What is Brian Willett's approach to financial planning?
Brian focuses on understanding your unique financial situation, goals, and risk tolerance to develop a personalized strategy. He emphasizes building long-term relationships and providing ongoing support to help you achieve your financial objectives.
How can Brian Willett help me with my superannuation?
Brian can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He can also assist with setting up and managing Self Managed Superannuation Funds (SMSFs).
What should I expect during my first consultation with Brian Willett?
During your initial consultation, Brian will take the time to understand your current financial situation, your short-term and long-term goals, and any concerns you may have. He will then outline how he can assist you and explain his fee structure.
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