Brett Stokes

Experience

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  National Australia Bank

  Jan 1983 - Jan 2008

  Personal and Business Lending

  A grass roots education of banking from the ground up. This included training and experience as a teller, Ledgers, international officer, Securities officer (loan document prep) and other specialist banking areas. For many years later in my Banking career I worked a Branch manager or assistant Branch manager where I was exposed to staff and people management as well as Consumer business and Mortgage lending. Following this I was transferred to a Business Banking position which solidified my experience and understanding of business lending and gave me hands on education in company structures, trusts, corporate structures and all of the company lending, analysis and loan structuring that goes with that. Show less

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  AMP Financial Planning

  Mar 2008 - now

  Financial Advisor and Authorised Representative

  With a background in Banking and lending and now 14 plus years as a Financial Adviser, I am well positioned to assist my clients to achieve their retirement and financial dreams. I specialise in pre-retirement and retirement advice and implement strategies to both reduce income tax - and build Retirement Savings more quickly and efficiently. I am also accredited to assist with Centrelink payments - and can help clients to prepare for, or apply for the age pension and we can arrange financial assets and give advice to maximise this payment or in some cases help you to become eligible for a part pension where previously you may have thought you would never have a chance. Our target market is Mum's and Dads and the Self employed - we like to think that we are still there to help the Aussie Battlers to make a better go of their financial lives and be better prepared for retirement. Show less

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  Mortgage & Finance Association of Australia (MFAA)

  Mar 2009 - now

  MFAA Credit Advisor No. 54802

  Finance & Credit including Home Loans, Leasing & Investment Loans. Also loan structuring and negative gearing.

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  Australian Finance Group

  Jun 2012 - now

  Authorised AFG Credit Representative No. 375106

  AFG allows me to utilise a number of lenders and banks to get the best interest rate and appropriate product for my lending clients.