Principal and 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 partner of EDC Wealth Management in 2001.
Bret leads a team of best-in-class subject matter experts to enable ideal clients to get their ‘financial house’ in order. This approach ensures clients are provided expertise in the areas of:
Bret’s goal is to work with a small community of clients, helping them make smart financial choices. This then allows clients to focus on the things in life that are more important than money.
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).
Ideal Client Profile (PDF Download)
What we offer (PDF Download)