Brett Wing
Financial Adviser
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 Wing is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive strategies. With a career spanning over two decades, Brett holds a Diploma of Financial Markets and a Diploma of Financial Advising from the Securities Institute Education, complemented by advanced certifications including Financial Plan Construction & Review from Tribeca and CFP Certification from the Financial Planning Association of Australia. Further enhancing his expertise, Brett has completed specialised training in equipment finance, margin lending, and commercial law, alongside a Strategic Leadership Program at Stanford University. Brett is a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), reflecting his commitment to upholding the highest professional standards. As an authorised financial adviser, Brett provides expert guidance across a broad spectrum of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Brett’s key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and investment options, Brett can provide the expert advice you need. Contact Brett today to arrange a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Brett Wing offer?
Brett Wing offers a comprehensive range of financial planning services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies. He can help you create a tailored plan to achieve your financial goals.
What are Brett Wing's qualifications and experience?
Brett holds a Diploma of Financial Markets and a Diploma of Financial Advising, CFP certification, and has completed advanced training in various financial areas. He has over 20 years of experience in the financial services industry.
How does Brett Wing tailor financial advice to my specific needs?
Brett takes a personalised approach to financial advice, carefully assessing your individual circumstances, goals, and risk tolerance. He then develops a tailored plan designed to help you achieve your specific objectives.
What can I expect during my first consultation with Brett Wing?
During your initial consultation, Brett will discuss your financial situation, goals, and any concerns you may have. He will explain his services and how he can help you create a financial plan that aligns with your needs.
How does Brett stay up-to-date with changes in financial regulations and markets?
Brett is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest changes in financial regulations and market trends. He is also a member of FAAA and FINSIA, ensuring adherence to best practices.
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.