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Brett Billington

Financial Adviser

Up Wealth Management
Sydney, NSW 2000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Brett Billington is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Brett holds a Diploma and Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia, and further distinguished himself by earning the Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) in 2010. As a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, Brett stays at the forefront of industry best practices and regulatory changes. Brett is authorised to provide advice on a comprehensive range of financial products, ensuring clients receive holistic solutions that meet their specific needs. This includes expert guidance on superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Brett is committed to building long-term relationships with his clients, providing ongoing support and guidance to navigate the complexities of the financial landscape. Contact Brett today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Strategies Investment Advice Insurance Solutions SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000332579

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Brett Billington offer?

Brett Billington provides advice on a wide range of financial matters including superannuation, insurance, wealth management, retirement planning, and investments. He can assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What are Brett Billington's qualifications?

Brett holds a Diploma and Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia. He is also a Certified Financial Planner (CFP) with the Financial Planning Association (FPA).

How does Brett Billington approach financial planning?

Brett focuses on building long-term relationships with clients, providing tailored advice and ongoing support to help them achieve their financial goals. He takes the time to understand each client's unique circumstances and develops strategies to suit their individual needs.

What professional associations is Brett Billington a member of?

Brett is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

What can I expect during my first meeting with Brett Billington?

During your initial consultation, Brett will discuss your current financial situation, your goals, and your risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for you to get to know Brett and determine if he is the right financial adviser for you.

Get in Touch

Contact Brett directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.