Brett Waters
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Brett Waters is an ASIC-registered financial adviser based in Cheltenham, VIC, dedicated to helping clients achieve their financial goals with personalized and strategic advice. Brett holds a Certified Financial Planner certification from Deakin University and a Graduate Diploma of Financial Planning from the Securities Institute of Australia, both earned in 2004. He has consistently expanded his expertise with certifications in Margin Lending and Geared Investments (Kaplan, 2011), Finance and Mortgage Broking Management (Kaplan, 2012), and Listed Product Advising (Kaplan, 2018). Brett is an active member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia, underscoring his commitment to upholding the highest professional standards. Brett is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He takes a holistic approach to financial planning, tailoring strategies to each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Brett Waters today for a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Brett Waters offer?
Brett Waters provides advice on a range of financial matters including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Brett Waters's qualifications and memberships?
Brett is a Certified Financial Planner with a Graduate Diploma in Financial Planning. He holds additional qualifications in Margin Lending, Mortgage Broking, and Listed Product Advising. He is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia.
What is the process for becoming a client of Brett Waters?
The process typically starts with an initial consultation to discuss your financial goals and current situation. From there, Brett will develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving needs.
What can I expect during a consultation with Brett Waters?
During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a collaborative approach to developing a personalized financial plan. Brett will answer all your questions and ensure you feel comfortable and informed every step of the way.
How can Brett Waters help me plan for retirement?
Brett can help you develop a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can advise on superannuation strategies, investment options, and strategies for generating income in retirement.
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.