Brett Moxey

Brett Moxey Email and Phone Number

Director & Financial Adviser at Altitude Advisers @ Altitude Advisers
australia
Brett Moxey's Location
Greater Brisbane Area, Australia
Brett Moxey's Contact Details

Brett Moxey work email

Brett Moxey personal email

n/a
About Brett Moxey

I am currently a Director and Financial Adviser at Altitude Advisers. I specialise in providing investment, superannuation, insurance, aged care and retirement advice. My goal is to provide clients with a robust financial roadmap and an ongoing relationship to help them navigate the numerous financial decisions that life presents.

Brett Moxey's Current Company Details
Altitude Advisers

Altitude Advisers

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Director & Financial Adviser at Altitude Advisers
australia
Employees:
16
Brett Moxey Work Experience Details
  • Altitude Advisers
    Director
    Altitude Advisers Jul 2020 - Present
    Brisbane, Queensland, Australia
  • Altitude Financial Group
    Financial Adviser & Financial Planning Manager
    Altitude Financial Group Dec 2005 - Jul 2020
    Springwood, Qld Australia
    After graduating in December 2005, I immediately commenced employment at Carthills Accounting as a Graduate Financial planner assisting with the delivery of advice to clients. The firm went through a restructure in 2007 and Altitude Financial Group was formed. This presented the opportunity to continue working under the guidance of two very experienced advisers Bill Charlton and Adam Hurwood. Since 2007, I completed a post graduate in financial planning, was appointed as an authorised… Show more After graduating in December 2005, I immediately commenced employment at Carthills Accounting as a Graduate Financial planner assisting with the delivery of advice to clients. The firm went through a restructure in 2007 and Altitude Financial Group was formed. This presented the opportunity to continue working under the guidance of two very experienced advisers Bill Charlton and Adam Hurwood. Since 2007, I completed a post graduate in financial planning, was appointed as an authorised representative of Securitor in 2009. I completed the FPA Certified Financial Planner (CFP) accreditation in June 2014 and have now been working with and delivering financial advice to clients for 10 years. Show less

Brett Moxey Skills

Superannuation Strategic Financial Planning Life Insurance Wealth Management Investments Financial Planning Personal Budgeting Investment Advisory Wealth Accumulation Estate Planning Smsf Wealth Retirement Portfolio Management Investment Strategies Cash Flow Saving For Education Protection Planning/family Security Investment Portfolio

Brett Moxey Education Details

Frequently Asked Questions about Brett Moxey

What company does Brett Moxey work for?

Brett Moxey works for Altitude Advisers

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

Brett Moxey's current role is Director & Financial Adviser at Altitude Advisers.

What is Brett Moxey's email address?

Brett Moxey's email address is br****@****.com.au

What schools did Brett Moxey attend?

Brett Moxey attended University Of Adelaide, Financial Planning Association Of Australia, Finsia (Now Kaplan), Griffith University.

What skills is Brett Moxey known for?

Brett Moxey has skills like Superannuation, Strategic Financial Planning, Life Insurance, Wealth Management, Investments, Financial Planning, Personal Budgeting, Investment Advisory, Wealth Accumulation, Estate Planning, Smsf, Wealth.

Who are Brett Moxey's colleagues?

Brett Moxey's colleagues are Stacie Griffin, Callum O'neill, Samuel Romeo, Jamie Eames, Jeff Little, Adam Camac, Matthew Ramsay.

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