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Seamless Wealth Management with Cutting Edge Investment Ideas
Brett is proud to be part of a firm that does not sell proprietary products or recommended investments. This allows him to act as a true fiduciary, providing you with an investment portfolio consisting only of our best investment ideas.
Brett's clients include both large and smaller investors, and benefit from over 20 years of experience, leveraging the global resources of Canaccord Genuity’s in house research teams.
The difference is that we consider all our clients “big” when it comes to service.
Our goal is to make wealth management easier for you by managing and implementing Tax Planning, Insurance & Wealth Protection Solutions.
Brett and his team help you plan the most tax-efficient way to hold your investments and overall assets, while guiding you through changing tax and superannuation regulations.
Solutions include:
- Insurance needs analysis and implementation
- Superannuation management including Self Managed Super Funds and retail industry funds
- Retirement Planning
- Intergenerational Wealth Transfers and Estate Planning
- Structuring including use of Trusts and Companies
Authorisations
Financial advisers register - Moneysmart.gov.au
Brett Stapleton can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Securities
- Superannuation
- Margin Lending Facility
Qualifications
- Graduate Diploma of Financial Planning, Kaplan, 2021
- Example: Graduate Diploma of Financial Planning, KAPLAN, 2020
- Financial Adviser Exam, FASEA, 2020
- Diploma of Financial Planning, Monarch Institute, 2015
- Bachelor of Business, Edith Cowan University, 2006
- ASX Accredited Derivatives Adviser, Tribeca, 2005