Brett is an experienced, highly credentialled financial planner and business owner who leads a multi-award-winning business. True to the nature of his profession, Brett is a meticulous planner and financial strategist who considers technology critical to business success.

Since 2000 Brett has grown his business interests to a group of three companies that has earned multiple awards including the ifa Best Holistic Firm 2019, 2020 and 2021 and Fortnum Principal Practice of the Year 2016, 2019 and 2021, and Fortnum Operational Firm of the Year 2017. Under Brett’s leadership, his businesses have experienced 20% per annum growth for the last four years.

Brett is a both a qualified financial planner with more than 15 years’ experience and a mining engineer who worked for Mount Isa Mines (now Glencore) for over a decade.

Brett brings a deep understanding of financial planning business management, licensee insight and financial planning knowledge.