Find an Adviser
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 and superannuation portfolio consisting only of our best ideas.
With over 20 years of investing experience, Brett specialises in overseeing both self-managed super funds and smaller retail funds- with far greater transparency and individual advice than that offered by the larger well-known industry funds.
Benefitting from the backing and global resources of Canaccord Genuity’s in house research teams, he constructs portfolios consisting of direct equities and government bonds, with Exchange Traded and Managed Funds used where needed. His clients benefit from this direct approach through greater transparency, and reduced management fees.
Our goal is to make wealth management easier for you, by managing and implementing Superannuation, Insurance & Wealth Protection Solutions.
Services 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
- Share trading transactional services
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