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Helping Clients Achieve Financial Confidence Through Comprehensive Retirement Planning, Strategic Wealth Growth, and Tailored Personal Risk Insurance
With a strong foundation in retirement planning, wealth accumulation, and personal risk insurance, Brandon partners with clients to build secure, purpose-driven financial futures.
Backed by years of experience in the financial services industry, Brandon has successfully guided individuals and families through tailored strategies including superannuation structuring, investment portfolio design, and comprehensive risk protection. His client-centric approach ensures every plan is uniquely crafted to align with personal goals, life stages, and long-term aspirations.
Authorisations
Brandon Schafer can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Government Debentures, Stocks, or Bonds
- Investment Life Insurance
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Procedures
- Securities
- Superannuation
Qualifications
- Bachelor of Commerce (Accounting and Finance), Edith Cowan University, 2020
- Graduate Diploma of Financial Planning, KAPLAN, 2022
- Relevant Provider Exam, ASIC, 2023