Brett Puxty Cfp® Lrs® Email & Phone Number

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 individual requirements in order to meet your goals.Business Succession and Protection Planning​We are here to assist… Show more 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 individual requirements in order to meet your goals.Business Succession and Protection Planning​We are here to assist you identify particular threats within your business and then provide you with a customised protection plan to help minimise the impact in the event of these threats occurring. Whether it be a Succession Planning Strategy, involving a Buy/Sell agreement, the protection of Key People within the business or providing Debt Protection, we can assist.​Joint Venture & Property Development Protection Planning​Whether you are going into partnership with others to undertake a joint investment/project or taking one on yourself, there are many protection factors that should be considered. We are here to assist you in identifying the possible threats to your Projects and formulating a strategic protection plan to help mitigate these threats. We work closely with your solicitor & accountant to provide a joint solution for your Projects. Show less

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

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 advisory business assisting high net worth clients and serious investors with all their Asset Accumulation, Protection and Management needs. The team at Wizdom Advisory are proactive in looking after client's financial needs and the business continues to grow and expand… Show more 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 advisory business assisting high net worth clients and serious investors with all their Asset Accumulation, Protection and Management needs. The team at Wizdom Advisory are proactive in looking after client's financial needs and the business continues to grow and expand servicing clients from all over Australia. Brett specialises in strategic advice in the areas of Financial Planning, SMSF’s, Estate Planning and Personal & Business Insurances (structures and funding).Services provided by the Wizdom Group are:Insurance (Personal Risk Solutions)• Life• Total Permanent Disability • Trauma• Income Protection AccountingInsurance (Business Risk & Succession Solutions)• Key Person Cover• Buy/Sell Arrangements• Group InsuranceAdvisory• SMSF Advice• Investment Advice• Risk Protection• SuperannuationTaxation• Business Advice• Structuring • BookkeepingFinance• Restructuring Portfolio’s• Strategic Financing• Property Development Finance• Investment FinanceLegal• Conveyancing• Commercial Law• Estate Planning• Trust and Superannuation Law"The Success Network for a Secure Financial Future" Show less

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 Retirement plans.

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 Retirement plans.

Newcastle, Australia

Newcastle, Australia

Certificate Iv In Finance And Mortgage Broking

Self Managed Super Fund Accreditation

Life Risk Specialist (Lrs)

Certified Financial Planner (Cfp)

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

Completed through Kaplan (formerly Tribeca)

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

Completed through Kaplan (formerly Tribeca)

High School Certificate