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When it came to acquiring a lifestyle underpinned by financial security, Brenton decided to ignore what he’d grown up in Sydney hearing, “People like us can’t do things like that.”
Brenton’s own financial education started early, talking through the concepts in the Australian Financial Review with a friendly commerce teacher. Today, listening and talking through concepts is exactly what Brenton does for his clients and in the media at Financial Spectrum – an award winning financial advisory with offices across Sydney.
Consistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton believes strongly in separating advice from commissions, instead focusing on delivering genuine value to clients.
Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning. He is completing his Masters of Business Administration and is enrolled in the Fellow Chartered Financial Practitioner programme (FChFP). Brenton is a Senior Associate Member of FINSIA and member of the Association of Financial Advisers, Association of Independent Financial Professionals and Responsible Investment Association of Australia. In addition, Brenton is an accredited trainer for financial planners and writes part of the Continuing Professional Development syllabus for Kaplan.
Outside of the office, Brenton spends time with his ever-expanding family, working on the farm or sailing the Sydney to Hobart Yacht Race.
Level 13 447 Kent Street Sydney, NSW 2000
Cameron Howlett – Independent Wealth Partners
Cameron is the founding partner of Independent Wealth Partners, a financial planning practice with offices in Sydney and Melbourne which provides truly independent advice to its clients. He is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he has worked on the Financial Planning Associations CFP Board Committee.
Having won numerous industry awards, he is the “2015 National Investment Adviser of the Year” awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.
Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review and The Australian and has been profiled in BRW Magazine.
Why are we independent?
Unfortunately, for too long the public has not been able to trust in the advice of most financial planners. Tainted by commissions and schemes designed to sell the product of their masters has meant that most advice couldn’t be relied upon. When starting our business, we wanted to be different. We wanted our business to reflect who we were. As such, our advice is 100% independent. We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever. Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we are click here.
How we do it?
Cameron and his partners at Independent Wealth Partners work with their clients to help them understand and achieve their dreams, goals and aspirations. We do this by working together to give advice that empowers our clients to align ‘their money’ with the things that matter to them most, giving them the clarity, control and freedom to live a full life.
For some clients, this might be spending 6 months travelling the world, or maybe a dream of a quiet life in the country, or perhaps its being able to get out of the rat race and retire as soon as possible. Our specialty is to help our clients identify what they want to do, provide independent advice tailored to this and then chart a course to ensure it’s achieved.
We’re working for you. Full stop.
“Independent Wealth Partners and in particular Cameron Howlett have recently steered me back on track with my finances after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for some years. I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, he has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.” Sarah Fitzgerald
“My wife and I have been receiving advice and services from Cameron Howlett for over seven years. His experienced and practical advice and management has helped us achieve all our objectives and retire two years earlier than planned, with confidence. Cameron is a much trusted professional adviser who we highly recommend. He is fun and personable when making us think about, not just our financial objectives, but also our aspirations and dreams. He is also very patient and diligent in explaining things. We could not be happier.” – Ian Bramstedt
“Cameron and the team at Independent Wealth Partners have been fantastic to deal with. My partner and I landed there after an extensive search, looking for independent advice as well as hoping to build a long term professional relationship. Cameron has provided exactly that, giving us guidance and clarity on our direction, and importantly, helping us stay focused on our goals. Cameron is fantastic to deal with, making us feel comfortable immediately, is extremely personable and trustworthy, which is important to us in a relationship of this nature. Highly recommended!” Nicholas Twomey
Independent Wealth Partners
L17, 9 Castlereagh St, Sydney NSW 2000
L4, 369 Royal Parade Parkville Vic 3052
Contact – Cameron Howlett or phone 03 83939371
Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.
Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.
Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.
Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bush walking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip’s sense of community shows him coaching his son’s soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his passion for cycling with fund raising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation , one of the industry’s way of making a lasting difference in the lives of those who need it most,
giving disadvantaged young Australians a second chance and hope for a better future.
Phillip has a strong interest and knowledge of investment markets and is constantly exploring “cutting edge” strategies to deliver to the clients of Profile.
Level 6, 9 Help Street Chatswood, NSW, 2067
“Over the last 30 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 30 years ago, but now have more wisdom and the grey hair to match!”
William’s vast experience provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.
Wealth creation strategiesTransition to retirement strategiesRisk management strategiesDIY and Self Managed Super Funds (SMSF Advice)Small Business and Business succession PlanningTax (Financial) Planner
Advanced Diploma in Financial Services (Financial Planning) ADFPSelf-Managed Superannuation Funds (SMSF) ProgramMargin Lending and Geared Investments ProgramDirect Shares Program
Membership and Associations
Authorised Representative of Charter Financial Plannning Member of the Association of Financial Advisers (AFA)Member of the Credit Ombudsman Service (COS)Justice of the Peace (NSW)Member of the Financial Planning Association (FPA)Director of the NSW Authorised Representatives Association (ARA)Fellow Chartered Financial Practitioner (AFA)Tax (Financial) Adviser
Career and Industry Highlights
William established W. Bracey Sydney Financial Services in 1988 and has overseen its steady development into an industry leader. The business now looks after the financial affairs of thousands of families with combined assets in excess of $300 million dollars. William is a director of the NSW Authorised Adviser Association and is a board member at a national level. He has been listed in the 2014,2015,2016,2017 & 2018 Most Trusted Advisers Network by the Beddoes Institute. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.
William enjoys spending time with his three children and dog. He loves surfing and boating activities and is an avid Wallabies and Roosters support.
Suite 13, Edgecliff Mews 201 New South Head Road Edgecliff, NSW 2027
Although my job title says Financial Planner, my role is better described as somewhere between an asset project manager and a financial coach. Because, for me, finances are such an integral part of people’s wellbeing that it can’t all be about the numbers. Relationships always come first, not a financial plan. So, I will get a real sense of what you are trying to achieve, and what drives you, before we create your plan to financial freedom.
Where I add the most value is in amplifying success for my clients. Most have high incomes and a large asset base, and they look to me to develop their portfolios with robust strategies designed to achieve their goals, whether that be income requirements or capital growth. My recommendations aren’t clouded by offers of commissions, as I don’t take any from providers of new products. All of which builds trust.
Now, if you’re looking for a Financial Planner ‘Trusted Adviser’ is a buzzword that’s thrown around a lot in financial services. So much so that it’s lost all meaning. I think that real trust only comes with time and is proven. That’s why I’m most proud of the intergenerational wealth management side of my business, which means trust is handed down through a family year on year.
If you’re looking for a Financial Coach/Project Manager, then please get in touch.
You’ll see plenty of qualifications below. However, they are only a part of the equation. Drawing on my experience to fully understand the impact my advice will have on your situation is where the real value of my service comes in.
John’s background is about as financial as you can get. He studied a Bachelor of Business, majoring in Accounting and Finance and while he was a student he tutored maths and worked as a book keeper. He also worked for Vintage Cellars, assisting with sales and it was here that he developed an appreciation of fine wine, but that’s another story entirely!
His clients say it is his honesty, pragmatism and the fundamental desire to get things done that sets him apart from others in his field, while his peers cite trustworthiness, clear strategic thinking and a thoroughness that goes above and beyond expectations. It is these qualities that equip John for the role of Eqeus Managing Director, where he leads an innovative, yet grounded, team of financial professionals committed to offering a fresh approach to financial planning.
Developing close relationships with his clients, who include young adults accumulating wealth and those in their middle years consolidating and planning retirement, is an area that he continues to enjoy. John says that amongst his strongest skills are his ability to analyse then communicate complex matters through practical roll-out strategies, a proficiency that he intends to nurture within Eqeus’ strategic and original thinking. John understands that regardless of stage of life, his clients have aspirations and goals that often need a coach and mentor to bring to fruition.
While researching, planning and providing a tailored financial strategy are among his technical skillset, it is close listening, understanding and interpretation of needs where John excels to define personal goals and financial planning objectives aimed at helping his clients achieve their personal vision.
After graduating university, John worked as an accountant, moved on to become a paraplanner with a major financial services group, stepped up to financial planner, moved into the role of business development manager with a major property developer before settling in to his role at RK Financial Planning, which proceeded his Eqeus evolution.
His success also has a lot to do with life experiences. At 17 years of age, John’s family home was gutted during the Sydney bushfires. Everything he owned, and everything his parents had worked for, was destroyed. It was a life changing event and John says that as an introverted and quiet young man it brought a realisation that life is to be lived and material things are just that.
Importantly, he learned that planning for the unexpected and having a financial plan that is flexible and able to adapt to your changing life circumstances is essential for establishing the support necessary for financial and emotional recovery.
It was perhaps this personal experience that paved the way for John’s career in financial planning – a role which allows him to help clients to organise, understand, anticipate risk and make the most of their financial affairs for now and in the future.
Away from the office, John’s most important job is being a father to his children Ryan, Mackenzie and Madison. While these days a couple of nagging injuries see him more on the sideline than on the field he has enjoyed his share of accolades since he began playing hockey at the age of seven. John played 1st Grade for more than 10 years and scored a couple of Best & Fairest awards including Best Player in a Grand Final and the University Blue Sporting Award from UTS. He has been a good club man too – Treasurer for a few seasons and now a coach – roles that match his innate sense of team work and mentoring.
Bachelor of Business (Accounting & Finance)
Certified Financial Planner®
Chartered Financial Analyst
Level 21, 133 Castlereagh Street Sydney NSW 2000
Suite 206, 16 Wurrook Circuit Caringbah NSW 2229
Peter Quinn is a Director and Principal of Quinn Consultants Pty Ltd and Quinn Financial Planning Pty Ltd. Both are members of The Quinn Group, an integrated accounting, legal and financial planning practice, with over 20 years experience as a practicing chartered accountant specialising in business services, corporate advice, financial planning, superannuation and taxation.
Peter is a Chartered Accountant, Certified Financial Planner and Self Managed Super Fund Specialist Advisor. Prior to establishing The Quinn Group with his brother Michael in 1989, Peter worked in a top tier accounting firm in Sydney before relocating to the United Kingdom, where he worked with the London firm, Robson Rhodes.
Having managed his business for over two decades, Peter assists clients in facing the challenges of today’s business and financial world. His clients receive the benefit of Peter’s practical understanding of issues faced when managing their own business and financial affairs.
“We pride ourselves on providing the most up-to-date taxation, legal, superannuation and accounting advice, and assisting our clients to achieve their financial goals. Our practical commercial approach to each matter means we are able to tailor our services to suit each client’s individual requirements. Our team of advisors will manage each situation to cater for the changing economic, taxation, investment and legislative landscape.”
Peter is highly regarded for his expertise and easy to understand advice. Often called upon by editors for his commentary and advice, a number of his accounting and superannuation articles have been published in highly circulated business publications.
Peter also interfaces with the business community and his clients through holding seminars on topics such as business issues, taxation, superannuation and financial planning strategies.
More recently Peter has presented targeted seminars, focusing on:
Peter’s qualifications and memberships include:
Peter’s Directorships include:
Peter is also a council member and Treasurer of Tresillian, a not for profit organisation and largest child and family health provider of expert parenting advice to families during the early years.
Peter’s experience and qualifications give him a unique balance of technical, compliance and practical advice. It has been reported that there are less than 50 professionals in Australia who are Chartered Accountants, Certified Financial Planners and Self Managed Super Fund Specialists.
Level 4, 95 Pitt Street Sydney, NSW 2000
Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncorp Group in their wealth management and financial planning divisions.
Pat left the big end of town to pursue a career helping other successful people build more wealth, bring structure to their finances, pay off their mortgage faster and reduce the stress that comes with worrying about money.
Pat’s unique level of experience and insight allows his clients to achieve a higher level of financial success, with the peace of mind that they have taken control of their financial future. He does this by taking clients through a 7-step process to identify, plan and implement strategies to build more wealth – ‘The Assure Way’.
Pat has a particularly deep knowledge of helping young families in their 30’s and 40’s, who’ve built successful careers or businesses, to help strengthen their financial position by protecting the wealth they have built, then removing the stress and complexity from managing their finances, and finally developing a plan to build more wealth for the future.
Pat also works closely with people in their 50’s who are approaching retirement and are worried if they’ve saved enough money to retire, they’re not sure at what age they’ll be able to afford to retire, and are generally overwhelmed with the complexity that comes with superannuation and planning for retirement.
Finally, Pat has a keen interest in helping couples who have accumulated more than $200,000 in superannuation between them, are frustrated with their current superannuation funds and are interested in starting their very own self-managed superannuation fund (SMSF).
Level 4, 20 Bond Street, Sydney
Rob Wynan is the founding director of Focused Financial Advice. With his rich professional background in finance and great vision of helping people live better lives through sound professional management, he established Focused Financial Advice and developed its team to provide genuine service to people by understanding their circumstances and needs. Through Rob’s leadership, he nurtured the company as a living organisation who can help you build a bright and secure financial future and achieve your own financial goals.
Rob’s career in financial services spans from 1977. He has worked in various accounting roles in public practice and in the corporate area such as Financial Controller with large and medium sized companies, Financial Analyst, Financial Accountant with a large corporation and a Tax Accountant for a public accounting practice. Rob has been providing financial advice to clients since 1999.
Rob’s extensive qualifications and accreditations include:
Bachelor of Business degree, majoring in Accounting and Computing Diploma of Financial PlanningDiploma of Mortgage BrokingCertified Financial Planner (CFP), Financial Planning Association of Australia Certified Practicing Accountant (CPA), CPA Australia
Rob provides comprehensive financial planning advice in all areas of personal, business and investment finance and wealth protection, including the specialised areas of investment, debt management, retirement planning, superannuation and aged care.
SUITE 105, 84 ALEXANDER STREET CROWS NEST, NSW 2065
Her name is Claire Mackay and she is an independent financial advisor and business owner at Quantum Financial. Along with her brother Tim, she is part of the second generation advising their wonderful clients.
She developed her investing skills at Macquarie Bank and PwC. She was recognised as Financial Planner of the Year 2015 by Money Management; as Investment Advisor of the Year 2014 and was awarded Excellence in Financial Advice 2014 by Independent Financial Advisor.
She regularly asked her views on ABC TV and in the Australian Financial Review. She regularly discuss finance issues with David Koch (who described her as “A financial wiz”) while Alan Kohler wrote of her “One of his favourite financial planners, Claire Mackay of Quantum Financial in Sydney”.
She has her own website where she loves to share her views [https://www.clairemackay.com.au].
She was appointed by the chair of ASIC as the only financial planner to sit on ASIC’s External Advisory Panel with David Gonski, Heather Ridout, Dr Simon Longstaff and others. In 2018, She was appointed by the Minister of Financial Services, Kelly O’Dwyer, to the inaugural Board of the Australian Financial Complaints Authority, chaired by Helen Coonan (AFCA). She is a director of the Accounting Professional and Ethical Standards Board, chaired by Nincola Roxon (APESB) She is also the only financial planner who sits on the Austrlian Tax Office’s peak superannuation representative body, the SIRN.
She is a Certified Financial Planner, Chartered Accountant, Chartered Tax Advisor, Self Managed Super Fund expert and a graduate of the Australian Institute of Compnay directors (GAICD). She holds Degrees in Commerce and Law and a Master’s Degree in Law. In 2018 She was recognised by Barron’s as one of the [Top 50 advisers in Australia]. She is listed on the [Top 10 Financial Planners in Australia] .
But all work and no play would make her a dull Financial Planner. When not managing your money, She loves adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim.
Level 3, 9 Help St Sydney Chatswood NSW 2067 NSW
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