Client Advocate | Principal | Director
Bret commenced his career in financial planning in 1995 and has broad experience with a range of financial planning firms culminating in becoming a Principal of edc wealth management in 2001.
Today Bret helps successful people and their families get financially organised. Ideal Client Profile (PDF Download)
Through the co-ordination and organisation of their finances, Bret and his team add simplicity to peoples’ lives. a process that delivers a predictable result (PDF Download) The result being clients have more time to improve their quality of life – their spirit, their relationships, their health and their career.
Bret helps people get to a place with their finances where they know that no matter what happens in markets, the economy or the world, that they have the highest probability – and the greatest confidence – of achieving their goals.
Witnessing people less worried about their money, less distracted by those things that are outside their control and supporting them in a way where we have a positive impact in their personal, business and philanthropic endeavours is what motivates Bret each day.
Bret holds a Bachelor of Business in Banking and Finance (Accounting) from QUT, a Graduate Diploma in Applied Finance and Investment from FINSIA and is a Certified Financial Planner (CFP).