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Brett Gilday

Financial Adviser

Fitzpatricks Advice Partners
West Gosford, NSW 2250

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About

Brett Gilday is an ASIC-registered financial adviser based in West Gosford, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Brett's extensive qualifications include a Certificate IV from AAMC Training Group (2010), studies in Margin Lending and Geared Investments from Kaplan Professional (2010), Principals in Self Managed Superannuation Funds from the International Institute of Technology (2012), an Advanced Diploma of Financial Planning from Kaplan Professional (2013), and a Graduate Diploma of Financial Planning also from Kaplan Professional (2021). As a member of the Financial Advice Association of Australia (FAAA), Brett adheres to the highest professional standards. Brett is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise enables him to create personalized financial strategies that address each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Brett today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Insurance solutions

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000247429

Verify on ASIC Register

Authorised Representative Number

000232614

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Brett Gilday offer?

Brett Gilday provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Brett Gilday have?

Brett's qualifications include a Certificate IV from AAMC Training Group (2010), studies in Margin Lending and Geared Investments from Kaplan Professional (2010), Principals in Self Managed Superannuation Funds from the International Institute of Technology (2012), an Advanced Diploma of Financial Planning from Kaplan Professional (2013), and a Graduate Diploma of Financial Planning from Kaplan Professional (2021).

How can Brett Gilday help me plan for retirement?

Brett can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.

What is the process for working with Brett Gilday?

The process typically starts with an initial consultation to discuss your financial goals and current situation. Brett will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will be made to ensure your plan remains aligned with your goals.

What can I expect from a consultation with Brett Gilday?

During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of how Brett can help you achieve your objectives. There will be ample opportunity to ask questions and discuss your concerns.

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.