Brett Leman
Financial Adviser
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About
Brett Leman is an ASIC-registered financial adviser dedicated to helping individuals and families in Underwood, QLD, and beyond achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Intergratec (2003) and an Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning (2004), Brett possesses a strong foundation of knowledge and expertise in the financial planning industry. Brett is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He assists clients in making informed decisions about Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment guidance • Risk management Brett is committed to providing personalised and tailored advice to each client, ensuring their financial plans align with their unique circumstances and aspirations. Whether you're planning for retirement, seeking to protect your family with insurance, or looking to grow your wealth through strategic investments, Brett can help. Contact Brett Leman today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Brett Leman offer?
Brett Leman specializes in providing advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you create a tailored plan to achieve your financial goals.
What are Brett Leman's qualifications?
Brett holds a Diploma of Financial Services (Financial Planning) from Intergratec (2003) and an Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning (2004).
How does Brett Leman approach financial planning?
Brett believes in a personalized approach, taking the time to understand each client's unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives.
What should I expect during my first meeting with Brett Leman?
During your first meeting, Brett will discuss your current financial situation, your goals for the future, and any concerns you may have. This meeting is an opportunity for you to get to know Brett and for him to understand your needs so he can provide appropriate advice.
Can Brett Leman help me with retirement planning?
Yes, retirement planning is one of Brett's key areas of expertise. He can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options.
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