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Brenton is the founder of Future Wealth Planners. Brenton has over 34 years experience in the financial services industry. In addition to investment markets and portfolio construction, Brenton has a sound understanding of superannuation and retirement planning as well as investment markets and portfolio construction design. Although he has been a self-employed financial adviser for most of his 34 years in the financial services industry he has also held roles as an investment adviser and financial planner with the Terrace Counsellors now part of the Plan B Group (a wholly owned subsidiary of IOOF), as well as the Perth office of Moore Stephens Chartered Accountants. Brenton chairs the Future Wealth Planners Investment Management Committee.
Brenton is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
Ruth has a number of tertiary finance qualifications including an Advanced Diploma of Financial Planning and a Masters degree in Finance. She has been in the financial services industry since 2005 which includes working as an adviser in Singapore, as well as various senior positions in Perth including Operations Manager at GESB Financial Advice and Head of Adviser Solutions at Integrated Adviser Solutions.
Throughout those years Ruth has been instrumental in the design, development and implementation of a variety of innovative and highly efficient client service delivery processes and procedures for a number of financial planning practices.
Outside of work, Ruth is the Treasurer on the Board of Directors at her children's school and is passionate about financial education for children and youth.
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Gina has over 20 years’ experience in the financial services industry. Specialising in pre- and post-retirement planning, Gina enjoys working with clients to understand their financial objectives now and in the future. She is passionate about developing tailored solutions, working closely with the client/s to design a bespoke financial solution with the aim of optimising their financial positions and achieving success.
Gina understands the importance of forming lasting relationships and regular reviews to ensure revision of a clients’ strategic advice needs given changes in personal circumstances, legislation and financial situation.
Gina is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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Bill has been in the financial services industry since 1981 and has been practicing as a fully qualified Financial Planner since 1997. He joins us with his existing clients, some of which have been clients for more than 20 years.
Bill speaks "Superannuation" fluently and enjoys helping people understand what they have and what options best suit them. Clients feel reassured that he has assisted them to get "on track" to meet their retirement goals and that he is there for them in good times and bad.
Bill believes that there is no such thing as a "silly question", especially when it is about YOUR money, and he is not afraid to ask awkward questions as he feels that it is best to ask them now and not in a hospital or at a funeral.
Bill is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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Karl spent 10 years with the Royal Australian Navy before completing a degree in commerce at Murdoch University in 2001 and received two Vice Chancellor awards for academic excellence. While studying, Karl worked for an accounting firm specialising in business services and gained practical experience in tax and accounting matters. After completing further studies with the Securities Institute in 2004, Karl began working as a financial planner with that same firm. Eager to specialise in individual wealth management, he spent the next three years acquiring unique insights and cultivating significant experience in the financial planning landscape with other private and publicly listed firms.
Seeking a challenge and with a desire to carve out a space in the market for clients who are looking to make sense of often-conflicting and confusing advice about how best to build a solid financial foundation, Karl began working as a sole trader in 2008 -- right in the middle of the Global Financial Crisis. With a genuine belief that surviving the tough times only sets one up for prosperous times Karl has steadily grown his business. In 2017, Karl acquired the financial planning clients of an East Perth Accounting firm and continued to grow his business. He has now joined our team here at Future Wealth Planners.
With an understanding built from his own experience of what is required to stay financially afloat during unforgiving times, an ability to explain the need for strategic future planning with the use of a postal stamp, and a penchant for cutting through unnecessary jargon, Karl aims to provide clients with a wealth management service that puts their financial goals within reach.
Karl is based in the city at Ground Floor, 197 Adelaide Terrace, PERTH WA 6007.
Karl is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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Simon has been involved in financial planning since 2015 and has navigated through the myriad of changes in the industry along the way. He has experience working from the ground up; having begun in administration and worked in paraplanning and associate roles. Simon holds a bachelor’s degree and an Advanced Diploma of Financial Planning.
He sees the financial planning process as an exciting honour. For him, it is an opportunity to become involved in our client’s decision making. Writing a solid financial plan is how he believes he can best contribute to our client’s journey toward their goals, so joining Future Wealth Planners was a natural choice for him.
Tracy has over 15 years’ experience working in accounting and financial reporting departments. With an Advanced Diploma in Accounting and over 10 years working in corporate accounting teams including implementing digital solutions, Tracy has a wide range of knowledge and strives to provide a high level of efficiency and support to meet the needs of advisers and clients.
Sue has over 20 years’ experience working within the Financial Services Industry in various roles with the last 11 years being within the Financial Planning sector providing support to Financial Advisers and direct assistance to members and clients. Sue has a wide range of knowledge and, with her passion and dedication, aims to provide a high level of service to advisers and clients to make their experience a valuable one.
Blythe has over 20 years’ experience as both a Financial Planning Assistant and Paraplanner and brings extensive knowledge of superannuation, investments, retirement planning and personal insurance. She is a highly motivated Adviser Support Officer who aims to provide a high level of technical and administrative support to advisers.
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