Brett Boardman
Financial Adviser
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About
Brett Boardman is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong academic foundation including a Bachelor of International Business from Griffith University, a Graduate Diploma in Applied Finance and Investment from FINSIA, an SDIA Accreditation, a Master of Applied Finance from Macquarie University, and studies in Ethics and Professional Relationships at QUT, Brett possesses a comprehensive understanding of the financial landscape. Brett is authorized to provide advice on a range of financial products, including superannuation and wealth management, as well as securities and government debt securities. He is committed to providing tailored solutions to meet each client's unique needs. Key services offered include: • Superannuation advice • Wealth management • Investment advice • Retirement planning • Securities advice If you're seeking expert financial guidance to secure your future, contact Brett Boardman today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brett Boardman offer?
Brett Boardman provides advice on superannuation, wealth management, securities, and government debt securities. He tailors his advice to suit each client's specific financial situation and goals.
What are Brett Boardman's qualifications?
Brett holds a Bachelor of International Business, a Graduate Diploma in Applied Finance and Investment, an SDIA Accreditation, a Master of Applied Finance, and has completed studies in Ethics and Professional Relationships. This diverse educational background equips him with a comprehensive understanding of finance.
How does the financial advice process work with Brett Boardman?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Brett then develops a tailored financial plan, implements the plan with your approval, and provides ongoing reviews and adjustments as needed.
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your current financial situation, your short-term and long-term financial goals, and any concerns you may have. This is also an opportunity to ask questions and get to know the advisor to determine if they are a good fit for you.
How can wealth management advice from Brett Boardman help me?
Brett's wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your financial goals. He can assist with investment strategies, superannuation planning, and other financial services tailored to your individual needs.
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