Brett Moxey Email and Phone Number
Brett Moxey work email
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Brett Moxey personal email
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.
Altitude Advisers
View- Website:
- altitudeadvisers.com.au
- Employees:
- 16
-
DirectorAltitude Advisers Jul 2020 - PresentBrisbane, Queensland, Australia -
Financial Adviser & Financial Planning ManagerAltitude Financial Group Dec 2005 - Jul 2020Springwood, Qld AustraliaAfter 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
Brett Moxey Education Details
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Self Managed Superannuation Funds -
Financial Planning Association Of AustraliaCertified Financial Planner® Professional -
Finsia (Now Kaplan)Financial Planning -
Financial Planning And Investments (Major In Accounting)
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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