Brandon Plozza Email and Phone Number
With over half a decade of experience working with everyday Aussie's, I bring a passion for helping individuals and families achieve their financial goals through comprehensive, transparent financial planning. Since entering the financial services industry in 2019, I’ve grown from a Customer Service Officer to my current role as an Associate Adviser, undertaking my Professional Year to become a fully licensed financial adviser. At Generational Wealth Partners, I support clients directly, craft tailored strategies, and provide actionable, client-centric advice to ensure our advisers are providing the best advice possible.Beyond my professional experience, I’m actively engaged as the Treasurer for several small non-profit organizations, where I leverage my financial acumen to support community-focused causes. I’m also an avid volleyball player, balancing my love for sports with a keen interest in financial markets, particularly in emerging sectors like cryptocurrency and investment portfolio development. My approach combines a strong foundation in data analysis with a drive to discover new and untapped financial opportunities.I'm dedicated to advancing in financial advising, continuously seeking innovative strategies to empower clients toward future-ready financial security. Let’s connect if you share a passion for finance, investing, or community-focused growth!
Capital Haus Group
View- Website:
- capitalhaus.com
- Employees:
- 7
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Capital Haus GroupHyde Park, Qld, Au
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Associate Financial AdvisorGenerational Wealth Partners Jul 2024 - PresentTownsville, Queensland, AustraliaAs an Associate Financial Adviser, I work closely with senior advisers to provide holistic financial guidance to clients. My role involves attending client meetings, taking detailed notes, and drafting tailored financial strategies and advice. I liaise directly with clients, ensuring they understand their financial options and supporting them in making informed decisions. My specializations include: - Retirement Planning- Investment Management- Wealth Management- Tax Planning- Estate Planning- Insurance & Risk Management (Personal and Business)- Debt Management- Education Planning- Crypto & Digital AssetsAdditionally, I handle the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring that all recommendations align with clients’ unique financial goals. Currently undertaking my Professional Year, I am dedicated to delivering transparent, client-focused advice and advancing my expertise in financial planning. -
Strategic ParaplannerGenerational Wealth Partners Jan 2021 - Jun 2024Townsville, Queensland, AustraliaAs a Strategic Paraplanner, I collaborated directly with advisers to manage over 350 clients, preparing detailed Statements and Records of Advice and supporting the development of personalized financial strategies. My role focused on ensuring accuracy, compliance, and alignment with clients' financial objectives, providing essential support to advisers in delivering high-quality service.
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Customer Service OfficerGenerational Wealth Partners Sep 2019 - Jan 2021Townsville, Queensland, AustraliaAs a Customer Service Officer, I provided administrative support to advisers, assisting with client management and ensuring smooth day-to-day operations. My responsibilities included addressing client inquiries, coordinating appointments, preparing necessary documentation, and maintaining organized records. In this role, I focused on delivering efficient, client-centered service to build strong relationships and support advisers in meeting client needs effectively.
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TreasurerWally’S, Roo’S & Possum Carers Association Townsville Inc. 2024 - PresentAs the treasurer for a small non-profit organization, I oversee the financial health of the organization. I manage and maintain accurate financial records, track income and expenses, and ensure compliance with relevant regulations and financial reporting requirements. I’m responsible for preparing and presenting financial statements, budgeting, and ensuring that funds are used in line with the organization’s mission. I also assist with fundraising efforts, monitor cash flow, and advise the board on financial decisions to help ensure the long-term sustainability of the non-profit.
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TreasurerTownsville Beach Volleyball Club Inc. Oct 2020 - Oct 2023Townsville, Queensland, AustraliaAs the treasurer for a small non-profit organization, I oversee the financial health of the organization. I manage and maintain accurate financial records, track income and expenses, and ensure compliance with relevant regulations and financial reporting requirements. I’m responsible for preparing and presenting financial statements, budgeting, and ensuring that funds are used in line with the organization’s mission. I also assist with fundraising efforts, monitor cash flow, and advise the board on financial decisions to help ensure the long-term sustainability of the non-profit.
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Av TechnicianJeffs Aerials 2014 - Sep 2019Townsville, AustraliaInstallation and service of TV Cable, Audio/Visual and Security Surveillance systems.
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Customer Service RepresentativeWoodlands Takeaway Jun 2017 - Nov 2017Townsville, AustraliaServing Customers, taking orders. Food preparation (supervised)
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Junior Crew MemberCindy'S Coffee Bar 2012 - 2014Work Experience in general Café services including: management of kitchenware and supplies.
Brandon Plozza Education Details
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Financial Planning -
Financial Management & Financial Planning -
Northern Beaches State High SchoolDiploma Of Higher Education
Frequently Asked Questions about Brandon Plozza
What company does Brandon Plozza work for?
Brandon Plozza works for Capital Haus Group
What is Brandon Plozza's role at the current company?
Brandon Plozza's current role is Helping people grow.
What schools did Brandon Plozza attend?
Brandon Plozza attended Deakin University, James Cook University, Northern Beaches State High School.
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