Brett Call

Brett Call Email and Phone Number

Partner and Financial Planner at Saige @ Saige
erina, new south wales, australia
Brett Call's Location
Erina, New South Wales, Australia, Australia
About Brett Call

I help my clients to maximise wealth and navigate the complex world of finance so they become financially independent into their retirement.I have over 20 years of experience in the finance industry, including 10 years providing financial planning advice. I enjoy being a trusted partner of my clients to help them manage the major financial events of their lives, both planned and unplanned. My ultimate goal is ensuring my clients have peace of mind knowing their financial matters are working for them towards their lifestyle goals.I am a CERTIFIED FINANCIAL PLANNER® professional, Certified Practising Accountant (CPA) and Partner at Saige. I believe in providing a one-stop-shop for financial advice on the Central Coast, no matter the stage of a person’s life.

Brett Call's Current Company Details
Saige

Saige

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Partner and Financial Planner at Saige
erina, new south wales, australia
Website:
saige.com.au
Employees:
10
Brett Call Work Experience Details
  • Saige
    Financial Planner
    Saige Jan 2009 - Present
    Erina, Nsw
    I head up the team of Financial Planners to work with our clients to maximise their wealth and build financial independence for their stage of life.This includes:- Investments- Superannuation (including SMSFs)- Life Insurances (Income Protection, Critical Illness & Total & Permanent Disability)- Retirement Income Streams- Estate Planning
  • Saige
    Accountant
    Saige Jan 2003 - Dec 2008
    Erina, Nsw
    I worked as an Accountant managing taxation and compliance for individuals and businesses.

Brett Call Education Details

  • Certified Financial Planner®
    Certified Financial Planner®
    Financial Planning Association Of Australia (Fpa)
  • Training Australia
    Training Australia
    Financial Planning
  • Cpa Australia Program
    Cpa Australia Program
    Financial Planning
  • Cpa Australia Program
    Cpa Australia Program
    Certified Practising Accountant
  • University Of New England (Au)
    Accounting And Finance & Banking
  • Lisarow High School
    Lisarow High School

Frequently Asked Questions about Brett Call

What company does Brett Call work for?

Brett Call works for Saige

What is Brett Call's role at the current company?

Brett Call's current role is Partner and Financial Planner at Saige.

What schools did Brett Call attend?

Brett Call attended Certified Financial Planner®, Training Australia, Cpa Australia Program, Cpa Australia Program, University Of New England (Au), Lisarow High School.

Who are Brett Call's colleagues?

Brett Call's colleagues are Tarryn Luyben, Karen Hendriks, Sharon O'malley, Noreen Mudzi.

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