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Brett Young

Financial Planner

Brett has been working in the financial services industry for 20 years and has been providing financial advice for over 10 years.

He has always had a passion for numbers and a love for helping people, so providing professional advice is something he genuinely enjoys.

As an advisor, Brett makes the complex simple. He provides his clients with clarity surrounding their financial goals and objectives, using his skills and experience to ensure desired outcomes are met. He assists his clients in a variety of areas including insurance and investment advice, and specialises in superannuation, pre- and post- retirement planning, and risk advisory.

For Brett, being a financial educator is as important as providing the financial advice, and his specialties are a welcome addition to the team at Successful Ways.

Qualifications

  • Diploma of Financial Planning (DFP)
  • Advanced Diploma of Financial Planning (ADFP)
  • Fellow Chartered Financial Practitioner (FchFP)

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Successful Ways Financial Services Pty Ltd (ABN 40 133 075 644) and Jason Lane are authorised representatives of Synchron, AFS Licence No. 243313. View the Synchron privacy policy here.

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