Brenton Marris Cfp®

Brenton Marris Cfp® Email and Phone Number

Certified Financial Planner @ LDB Group Australia
blackburn, victoria, australia
Brenton Marris Cfp®'s Location
Melbourne, Victoria, Australia, Australia
Brenton Marris Cfp®'s Contact Details

Brenton Marris Cfp® personal email

About Brenton Marris Cfp®

What do I do?I assist my clients with enhancing their financial wellbeing to allow them to focus on what matters to them. I have a Bachelor of Business (Accounting), an Advanced Diploma of Financial Planning and CFP certification. I have several years of experience within client and customer services roles.Who am I away from work?In my personal life, I enjoy participating in many sporting activities including snowboarding, water sports, football and squash. My other hobbies include learning languages; currently Spanish, as well as socialising with friends and family. I also recently got engaged to my lovely fiancé; Cristina.

Brenton Marris Cfp®'s Current Company Details
LDB Group Australia

Ldb Group Australia

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Certified Financial Planner
blackburn, victoria, australia
Website:
ldb.com.au
Employees:
45
Brenton Marris Cfp® Work Experience Details
  • Ldb Group Australia
    Financial Planner
    Ldb Group Australia Apr 2023 - Present
    Provide a high level of financial planning services to new and existing clients in the following financial advice areas: - Direct equities, managed funds, corporate actions - Superannuation incl. SMSF - Various entity structures - Social security - Insurance - Retirement planning
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  • Battistella Financial Services
    Senior Financial Planner
    Battistella Financial Services Jul 2022 - Feb 2023
    Malvern, Victoria, Australia
    Brenton Marris specialises in providing advice to Executives, Professionals, Expatriates, Business Owners and Retirees in the following financial advice areas: • Wealth Accumulation • Income & Asset Protection • Tax Strategies • Superannuation (Inc. SMSFs) • Retirement & Redundancy Planning • Estate Planning • Government Benefits • Debt Management • Margin Lending • Expatriate Financial Planning• Insurance
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  • Fmd Financial - Expert Financial Advisers
    Financial Adviser
    Fmd Financial - Expert Financial Advisers Jun 2020 - Jul 2022
    Melbourne, Victoria, Australia
    Helping people make good financial decisions through the following advice areas:Cashflow, financial modelling and retirement planning;Investment advice;Insurance;Superannuation;Centrelink advice;Aged Care;Tax management
    View
  • Fmd Financial Pty Ltd
    Associate Adviser
    Fmd Financial Pty Ltd Apr 2017 - Jun 2020
    Melbourne, Australia
    Assist financial advisers with writing strategiesParaplanningPrepare financial modelling and projectionsLiaise with clients and business stakeholders
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  • Prime Financial Group Ltd
    Associate Adviser
    Prime Financial Group Ltd Jul 2016 - Dec 2016
    South Yarra
    Provide support to the advisory team with client recommendationsAssist with implementation of SOAsLiaise with internal and external stakeholdersTrade ASX-listed shares, managed funds and international securities
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  • Apt Wealth Partners
    Planner Assistant
    Apt Wealth Partners Jul 2014 - Jun 2016
    Melbourne
    o Provide exceptional client service to new and existing clientso Assist financial planners with strategy implementation, ROAs and SOAso Liaise with internal and external stakeholderso Maintain client records and compliance documents through XPLANo Trade securities for clients on corporate and individual level
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  • Imscan (Konica Minolta Reseller)
    Business Development Manager
    Imscan (Konica Minolta Reseller) Jan 2014 - Jul 2014
    Melbourne
  • Hamilton Island Enterprises Limited
    Sailing Instructor/ Customer Service Attendant
    Hamilton Island Enterprises Limited Feb 2012 - Jul 2013
    Hamilton Island
    View
  • 360 Investing
    Team Leader – Senior Sales Consultant
    360 Investing Aug 2011 - Feb 2012
    Melbourne

Brenton Marris Cfp® Skills

Financial Services Financial Planning Client Services Microsoft Office Customer Service Leadership Xplan Communication

Brenton Marris Cfp® Education Details

Frequently Asked Questions about Brenton Marris Cfp®

What company does Brenton Marris Cfp® work for?

Brenton Marris Cfp® works for Ldb Group Australia

What is Brenton Marris Cfp®'s role at the current company?

Brenton Marris Cfp®'s current role is Certified Financial Planner.

What is Brenton Marris Cfp®'s email address?

Brenton Marris Cfp®'s email address is br****@****ail.com

What schools did Brenton Marris Cfp® attend?

Brenton Marris Cfp® attended Financial Planning Association, Kaplan Professional, Kaplan Professional Education, Swinburne University Of Technology.

What skills is Brenton Marris Cfp® known for?

Brenton Marris Cfp® has skills like Financial Services, Financial Planning, Client Services, Microsoft Office, Customer Service, Leadership, Xplan, Communication.

Who are Brenton Marris Cfp®'s colleagues?

Brenton Marris Cfp®'s colleagues are Daniel Goh, Tomas Triukas, Harrison Conners, Matt Keller, Tim Dickson, George Ewing, Tim Dickson.

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