Brenton is the founder of Future Wealth Planners. Brenton has over 22 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 22 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.
Franchesca graduated in 2012 with a double degree in economics and finance and has since completed additional specialist qualifications in financial planning.
Since then she has worked in the financial services industry and has been employed in various roles ranging from personal risk insurance to retirement planning.
Her previous role as a Senior Financial Planner with NAB Financial Planning provided numerous opportunities to provide highly personalised and quality financial advice that made a real difference to people's financial plans.
Helping families to protect their income and assets from life's uncertainties has always been a passion that has resulted in a well-earned reputation for providing clear and comprehensive advice to all clients.
Outside of work Franchesca enjoys keeping fit, leading a healthy lifestyle and spending as much quality time as possible with her family.
Franchesca is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
Fiona’s background in client service and administration roles enable her to ensure effective, efficient and timely service is given to all clients of Future Wealth Planners. With experience as an Officer Manager, Executive Assistant and Contract Manager, Fiona understands that all business is driven by customers and aims to provide a seamless client experience.
Fiona is process-driven and committed to improving, streamlining and enhancing work procedures to ensure best practice in client service and office systems.
Michael has more than 7 years’ experience in the financial services industry working primarily as a Technical Specialist and Paraplanner. Throughout that time he has provided invaluable support services to financial planners in the construction of financial strategies for clients. His day-to-day duties have, and currently do, include the preparation highly personalised Statements of Advice as well as assisting in the research of appropriate managed investment funds for client portfolios. Michael also has extensive experience aiding the adviser in the process of implementing the recommendations for superannuation and investment portfolios as well as personal risk insurance products.
Being a specialist Paraplanner for a number of Financial Planners has meant that he has worked on a large variety of client scenarios and takes great pride in his commitment to working through the discovery process of ensuring that the strategy provided in a Statement of Advice document is optimised to the client’s best interests.
Michael’s experience and knowledge in the role of support to Future Wealth Planners advisers ensures that the strategy contained in a Statement of Advice is at the cutting edge of technical and strategy advice.
Clara has worked in the superannuation and financial services industry since 2007, just after she graduated from Curtin University with a Bachelor of Commerce degree, majoring in Accounting & Financial Planning. Clara spent a majority of this time working first as an Adviser Assistant and then as a Paraplanner with a number of financial planning businesses.
Her background in client services and administration roles, coupled with her strong attention to detail and knowledge in the processes involved in the preparation of advice makes her an integral part of our team.
Kathy has earned for herself a fine reputation as a hardworking and self-motivated team player with excellent communication skills.
One of Kathy's notable strengths is being able to work under pressure to meet deadlines and carry out multiple tasks in a professional and accurate manner.
With qualifications with a Bachelor of Commerce majoring in Financial Planning coupled with her first-hand experience as a Financial Planner at ANZ Bank as well as extensive previous experience as a Paraplanner at GESB Financial Advice and Colonial First State, Kathy's ability to understand real world financial planning issues and link them to sound solutions are highly regarded at Future Wealth Planners.