Brett Puxty Cfp® Lrs®
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Brett Puxty Cfp® Lrs® Email & Phone Number

Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd at Odyssey Advisory Services
Location: Greater Newcastle Area, Australia, Australia 7 work roles 7 schools
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Current company
Role
Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd
Location
Greater Newcastle Area, Australia, Australia

Who is Brett Puxty Cfp® Lrs®? Overview

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Quick answer

Brett Puxty Cfp® Lrs® is listed as Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd at Odyssey Advisory Services, based in Greater Newcastle Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Brett Puxty Cfp® Lrs®.

Brett Puxty Cfp® Lrs® previously worked as Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services and Senior Financial Adviser (RI Advice) at Monarch Advisory Group. Brett Puxty Cfp® Lrs® holds Certificate Iv In Finance And Mortgage Broking from Kaplan.

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Email format at Odyssey Advisory Services

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Odyssey Advisory Services

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Profile bio

About Brett Puxty Cfp® Lrs®

Brett Puxty Cfp® Lrs® is a Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd at Odyssey Advisory Services.

Current workplace

Brett Puxty Cfp® Lrs®'s current company

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Odyssey Advisory Services
Odyssey Advisory Services
Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd
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7 roles · 25 years

Brett Puxty Cfp® Lrs® work experience

A career timeline built from the work history available for this profile.

Financial Adviser | Managing Partner (Ri Advice)

Current

Newcastle, Australia

Brett Puxty CFP® LRS®Authorised Representative (No. 240009) of RI Advice Group Pty Ltd (AFSL 238429).Strategic Personal PlanningWhether providing Holistic Financial Planning or Scaled Advice in specific areas such as Personal Insurance, Superannuation (including SMSF), Retirement Planning & Aged Care, our aim is to tailor strategic advice to suit your.

Feb 2020 - Present

Senior Financial Adviser (Ri Advice)

Newcastle, Australia

Brett Puxty CFP®Authorised Representative (No. 240009) of RI Advice Group Pty Ltd (AFSL 238429).Strategic Personal PlanningPersonal Insurance, Superannuation (including SMSF) & Retirement PlanningBusiness Succession and Protection Planning​Joint Venture & Property Development Protection Planning

Dec 2018 - Jan 2020

Senior Financial Adviser

Wizdom Advisory

Newcastle, Australia

  • Brett Puxty and Wizdom Advisory Pty Ltd are Authorised Representatives (No.240009/434801) of WiZDOM Wealth Pty Ltd (AFSL No. 485363)Wizdom Advisory Pty Ltd is part of the Wizdom Group of Companies which is a diverse.
  • Life
  • Total Permanent Disability
  • Trauma
  • Income Protection AccountingInsurance (Business Risk & Succession Solutions)
  • Key Person Cover
Oct 2017 - Dec 2018

Certified Financial Planner

Newcastle, Australia

Authorised Representative (No. 240009) of Aon Hewitt Financial Advice Ltd (AFSL No. 239183)We specialise in Personal and Business Risk Insurance solutions (including Business Succession and Key Person cover) as well as Personal and Corporate Superannuation advice.We work with our clients to develop, implement and monitor individually tailored Financial and.

Aug 2014 - Sep 2017

Director & Financial Planner

Lifp Consultants Pty Ltd

Newcastle, Australia

Authorised Representative (No. 240009) of Aon Hewitt Financial Advice Ltd (AFSL No. 239183)We specialise in Personal and Business Risk Insurance solutions (including Business Succession and Key Person cover) as well as Personal and Corporate Superannuation advice.We work with our clients to develop, implement and monitor individually tailored Financial and.

Mar 2008 - Aug 2014

Authorised Representative (Financial Planner)

Financial Services Partners

Newcastle, Australia

2003 - 2008 ~5 yrs

Financial Coach

Quantum Asset Solutions

Newcastle, Australia

2001 - 2003 ~2 yrs
7 education records

Brett Puxty Cfp® Lrs® education

Certificate Iv In Finance And Mortgage Broking

Kaplan

Self Managed Super Fund Accreditation

Kaplan

Life Risk Specialist (Lrs)

Fpa (Through Deakin University)

Certified Financial Planner (Cfp)

Fpa (Through Deakin University)

Advanced Diploma Of Financial Services (Financial Planning) - Adv Dip Fs (Fp)

Kaplan

Completed through Kaplan (formerly Tribeca)

Diploma Of Financial Services (Financial Planning) - Dip Fs (Fp)

Kaplan

Completed through Kaplan (formerly Tribeca)

High School Certificate

Wallsend High School
FAQ

Frequently asked questions about Brett Puxty Cfp® Lrs®

Quick answers generated from the profile data available on this page.

What company does Brett Puxty Cfp® Lrs® work for?

Brett Puxty Cfp® Lrs® works for Odyssey Advisory Services.

What is Brett Puxty Cfp® Lrs®'s role at Odyssey Advisory Services?

Brett Puxty Cfp® Lrs® is listed as Financial Adviser | Managing Partner (RI Advice) at Odyssey Advisory Services Pty Ltd at Odyssey Advisory Services.

Where is Brett Puxty Cfp® Lrs® based?

Brett Puxty Cfp® Lrs® is based in Greater Newcastle Area, Australia, Australia while working with Odyssey Advisory Services.

What companies has Brett Puxty Cfp® Lrs® worked for?

Brett Puxty Cfp® Lrs® has worked for Odyssey Advisory Services, Monarch Advisory Group, Wizdom Advisory, Aon Hewitt Australia, and Lifp Consultants Pty Ltd.

How can I contact Brett Puxty Cfp® Lrs®?

You can use AeroLeads to view verified contact signals for Brett Puxty Cfp® Lrs® at Odyssey Advisory Services, including work email, phone, and LinkedIn data when available.

What schools did Brett Puxty Cfp® Lrs® attend?

Brett Puxty Cfp® Lrs® holds Certificate Iv In Finance And Mortgage Broking from Kaplan.

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