Brett Roberts
Financial Adviser
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About
Brett Roberts is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in both accounting and law, holding a Bachelor of Business (Accounting) and a Bachelor of Laws from Queensland University of Technology (QUT), complemented by a Graduate Diploma (ICAA) from Chartered Accountants Australia & New Zealand and a Diploma of Financial Services (Financial Planning), Brett offers a unique perspective on financial planning. As a Chartered Accountant (CA) and Financial Planning Specialist, Brett is also affiliated with the Stockbrokers Association of Australia. This diverse background allows him to provide expert advice on a wide range of financial products, including 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. Brett provides advice and strategies in the following key areas: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Brett today for a consultation and personalised financial plan.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brett Roberts offer?
Brett Roberts provides comprehensive financial advice, including superannuation, retirement planning, insurance, and wealth management strategies. He is qualified to advise on a variety of financial products to meet your individual needs.
What qualifications does Brett Roberts have?
Brett holds a Bachelor of Business (Accounting), a Bachelor of Laws, a Graduate Diploma (ICAA), and a Diploma of Financial Services (Financial Planning). He is also a Chartered Accountant and Financial Planning Specialist.
How does Brett Roberts approach financial planning?
Brett takes a client-focused approach, starting with understanding your financial goals and circumstances. He then develops a tailored financial plan to help you achieve those goals, regularly reviewing and adjusting the plan as needed.
What can I expect during my initial consultation with Brett?
During your initial consultation, Brett will discuss your financial situation, goals, and risk tolerance. This will help him understand your needs and determine how he can best assist you in achieving your financial objectives.
Can Brett Roberts help with my superannuation?
Yes, Brett provides expert advice on superannuation, including choosing the right fund, consolidating accounts, and developing a retirement income strategy.
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