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Brenton Marris Cfp® is listed as Financial Planner at LDB Group Australia, a company with 45 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at aptwealth.com.au and a matched LinkedIn profile for Brenton Marris Cfp®.
Brenton Marris Cfp® previously worked as Senior Financial Planner at Battistella Financial Services and Financial Adviser at Fmd Financial - Expert Financial Advisers. Brenton Marris Cfp® holds Certified Financial Planner, Financial Planning from Financial Planning Association.
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AeroLeads found 1 current-domain work email signal for Brenton Marris Cfp®. Compare company email patterns before reaching out.
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.
Listed skills include Financial Services, Financial Planning, Client Services, Microsoft Office, and 4 others.
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A career timeline built from the work history available for this profile.
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
Malvern, Victoria, Australia
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
Melbourne, Australia
Assist financial advisers with writing strategiesParaplanningPrepare financial modelling and projectionsLiaise with clients and business stakeholders
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
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
Melbourne
Melbourne
Other employees you can reach at ldb.com.au. View company contacts for 45 employees →
Cassie Brack
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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DG
Daniel Goh
Colleague at Ldb Group AustraliaAustralia, Australia
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EB
Erin Boyce
Colleague at Ldb Group AustraliaMelbourne, Victoria, Australia, Australia
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YD
Yaty Doyle
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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MM
Michael Montgomerie
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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CK
Charly Keller
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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MG
Michael Gilmour
Colleague at Ldb Group AustraliaMelbourne, Victoria, Australia, Australia
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Vivian Ramkissoon
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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Helen Feeney
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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LH
Luke Henry
Colleague at Ldb Group AustraliaGreater Melbourne Area, Australia
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Quick answers generated from the profile data available on this page.
Brenton Marris Cfp® works for LDB Group Australia.
Brenton Marris Cfp® is listed as Financial Planner at LDB Group Australia.
AeroLeads has found 1 work email signal at @aptwealth.com.au for Brenton Marris Cfp® at LDB Group Australia.
Brenton Marris Cfp® is based in Melbourne, Victoria, Australia while working with LDB Group Australia.
Brenton Marris Cfp® has worked for Ldb Group Australia, Battistella Financial Services, Fmd Financial - Expert Financial Advisers, Fmd Financial Pty Ltd, and Prime Financial Group Ltd.
Brenton Marris Cfp®'s colleagues at LDB Group Australia include Cassie Brack, Daniel Goh, Erin Boyce, Yaty Doyle, and Michael Montgomerie.
You can use AeroLeads to view verified contact signals for Brenton Marris Cfp® at LDB Group Australia, including work email, phone, and LinkedIn data when available.
Brenton Marris Cfp® holds Certified Financial Planner, Financial Planning from Financial Planning Association.
Brenton Marris Cfp® is listed with skills including Financial Services, Financial Planning, Client Services, Microsoft Office, Customer Service, Leadership, Xplan, and Communication.
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