Brenton Jones
Financial Adviser
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About
Brenton Jones is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping individuals and families achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) from AAMC Training Group (2008) and a Diploma of Financial Services (Financial Planning) from RG146 Training Australia Pty Ltd (2008), Brenton possesses a strong foundation of knowledge and expertise in the financial planning industry. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Brenton is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring his clients receive well-rounded and tailored guidance. Key services offered: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need assistance with insurance, Brenton can provide the expert advice and support you need. Contact Brenton 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 Brenton Jones offer?
Brenton Jones offers advice on a range of financial areas including superannuation, insurance, wealth management, and retirement planning. He also specialises in investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Brenton Jones have?
Brenton holds an Advanced Diploma of Financial Services (Financial Planning) from AAMC Training Group (2008) and a Diploma of Financial Services (Financial Planning) from RG146 Training Australia Pty Ltd (2008). He is also a member of the Financial Advice Association of Australia (FAAA).
How can Brenton Jones help me plan for retirement?
Brenton can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals. This includes advice on superannuation, retirement savings accounts, and investment strategies to help you achieve a comfortable and secure retirement.
What is the process of working with Brenton Jones?
The process typically begins with an initial consultation to discuss your financial situation and goals. Brenton will then develop a personalized financial plan and provide ongoing support and advice to help you achieve your objectives.
What should I expect when meeting with a financial advisor like Brenton Jones for the first time?
During your first meeting, expect to discuss your current financial situation, including your assets, liabilities, income, and expenses. You'll also discuss your financial goals, such as retirement, buying a home, or funding your children's education. This information will help Brenton understand your needs and develop a suitable financial plan.
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