Our advisers are highly qualified and educated professionals and they will provide you with the highest standard of continuing advice and customer service.
All our advisers continue to participate in ongoing professional education and training to ensure that we continue to maintain our commitment to provide relevant and appropriate financial advice solutions for all our existing and new clients.
Our Authorised Representatives are:
Bachelor of Economics
Advanced Diploma of Financial Planning
Brett is one of the founding partners of Relevant Financial and has over 13 years experience in the financial services industry. Prior to starting Relevant Financial, Brett was an owner/director in a wholesale fashion and sporting goods distribution business for 14 years - and the skills that he developed through growing this business to be a national company allow him to assist many of our small business and self-employed clients.
Bachelor of Economics
Graduate Diploma in Economics
Graduate Diploma in Financial Planning (SIA)
Stephen has been a partner in Relevant Financial since 2007. He has been advising individuals and businesses, including medical professionals for 16 years; developing long term financial plans for his clients in wealth creation, superannuation and retirement planning and personal protection. He has a broad range of skills and expertise; in particular strategies involving defined benefit superannuation schemes, retirement planning and risk management strategies.
Bachelor of Business (Accounting)
Advanced Diploma of Financial Planning
Luke has been a partner with Relevant Financial since 2008. He has 20 years experience in the financial services sector, including 17 years as a financial adviser. Luke’s expertise is managing pre and post retiree clients and wealth accumulators.
Luke’s earlier experiences lie in the area of business banking, and property and construction finance, within the corporate sector.
Master of Financial Planning
Graduate Diploma of Financial Planning
Holding a Master of Financial Planning designation, I specialize in helping individuals and families achieve their financial goals through comprehensive financial planning and personalized investment strategies. My expertise includes retirement planning, tax minimisation, wealth creation and risk management.
I pride myself on building long-term relationships with my clients, offering tailored advice that aligns with their unique needs and objectives. My approach is client-centric, ensuring that your interests always come first. My clients appreciate my transparent, straightforward communication style and my dedication to their financial well-being.
