Brett Kretchmer

Financial Planner

Financial advisers/planners help clients implement strategies aimed at achieving their financial goals and objectives. Their advice may cover areas such as wealth creation, retirement planning, asset allocation, estate planning and insurance. A key part of the planners’ role is ensuring all decisions are taken within a risk framework that meets clients’ needs.

Planners must understand investment theory, economics and tax and superannuation strategies so that they can construct sophisticated financial plans. Those also need strong organisational and client service skills.

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Financial Services Institute of Australasia

Financial Services Institute of Australasia

Finsia is Australasia's premier membership organisation for the financial services industry.

We are the only professional association representing the entire spectrum of financial services across Australasia - including the wealth management, banking & finance and capital markets sectors. In this role, we connect more than 20,000 members - not only with each other, but with the latest thinking and information from across the industry and around the globe.

Get the Skills - The road there

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