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Brett Handke

Financial Adviser

CM Financial Planning
Kent Town, SA 5067

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About

Brett Handke is an ASIC-registered financial adviser based in Kent Town, SA, committed to providing tailored financial solutions to help clients achieve their financial goals. Brett holds a Graduate Diploma of Applied Finance & Investment from FINSIA (2007) and has completed several programs with Kaplan Professional, including the ASX Accredited Listed Products Adviser (ALPHA) Program (2011), Margin Lending & Geared Investments (2011), Self Managed Superannuation Funds (2012), and Ethics and Professionalism in Financial Advice (2019). As a member of the Financial Advice Association of Australia (FAAA), Brett adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Brett offers expertise in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require advice on superannuation and insurance, Brett can provide personalised guidance to suit your unique circumstances. Contact Brett today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000527880

Verify on ASIC Register

Authorised Representative Number

000295778

Verify on MoneySmart Register

Frequently Asked Questions

What services does Brett Handke offer?

Brett Handke specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can help you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Brett Handke have?

Brett Handke holds a Graduate Diploma of Applied Finance & Investment from FINSIA and has completed several programs with Kaplan Professional, including the ASX Accredited Listed Products Adviser (ALPHA) Program.

How does Brett Handke develop a financial plan for clients?

Brett works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives. This plan is regularly reviewed and adjusted as needed to ensure it remains aligned with the client's evolving needs.

What can I expect during my first meeting with Brett Handke?

During your initial consultation, Brett will discuss your financial situation, goals, and any concerns you may have. This is an opportunity to get to know each other and determine if Brett's services are a good fit for your needs. There is no obligation to proceed after the initial meeting.

Why is it important to seek advice from an ASIC-registered financial advisor like Brett Handke?

Seeking advice from an ASIC-registered financial advisor ensures that you are working with a qualified professional who is bound by a code of ethics and regulated by the Australian Securities and Investments Commission. This provides you with peace of mind knowing that you are receiving advice that is in your best interest.

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.