Brett Marchant
Financial Adviser
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About
Brett Marchant is an ASIC-registered financial adviser based in Bendigo, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from Deakin University (1996), Brett further enhanced his expertise by obtaining his CFP Certification and Diploma of Financial Planning in 2009. He continually updates his knowledge, completing FPC002B Ethics and Professionalism in Financial Advice in 2021. As a member of the Financial Advice Association of Australia (FAAA), Brett adheres to the highest ethical and professional standards. Brett is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers tailored solutions to meet each client's unique needs and circumstances. • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment advice, including life insurance, risk insurance and securities • Retirement Savings Accounts • Advice on Government Debt Securities Ready to take control of your financial future? Contact Brett today to schedule a consultation and discover how he can help you achieve your dreams.
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Frequently Asked Questions
What services does Brett Marchant offer?
Brett Marchant provides a comprehensive suite of financial services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance and Securities, Retirement Savings Accounts and Government Debt Securities.
What are Brett Marchant's qualifications and experience?
Brett holds a Bachelor of Commerce from Deakin University (1996), a CFP Certification and Diploma of Financial Planning (2009). He also completed FPC002B Ethics and Professionalism in Financial Advice (2021). Brett is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Brett?
During your initial consultation with Brett, you can expect a relaxed and informative discussion about your financial goals, current situation, and any concerns you may have. Brett will take the time to understand your unique needs and explain how he can help you achieve your objectives.
How does Brett Marchant tailor his advice to individual client needs?
Brett takes a client-centric approach, ensuring that all advice is tailored to each client's specific circumstances, goals, and risk tolerance. He believes in building long-term relationships based on trust and understanding.
What is Brett's approach to retirement planning?
Brett's approach to retirement planning involves a thorough assessment of your current financial position, desired retirement lifestyle, and risk appetite. He then develops a personalized strategy to help you accumulate sufficient retirement savings and generate a sustainable income stream throughout your retirement years.
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