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FWP Investment Committee: Lead Future Wealth Planners Voting Member
Brenton has the following qualifications: a BComm. DipFP, ADipFP and is a member of the Australian Institute of Company Directors.
Brenton is the founder and sole director of Future Wealth Planners (FWP).
FWP was established more than twenty years ago with Brenton having more than thirty-seven years’ experience in the financial services industry. Brenton has a sound understanding of superannuation and retirement planning strategies as well as investment portfolio design, implementation and management.
Although he has been a self-employed financial adviser for most of working life, 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.
Outside of work, Brenton is married with two adult sons, with the eldest expecting their first child in a few months’ time as well as two adult stepdaughters each of whom have sons. He is passionate about Australian military history and some classic cars.
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 FSG PART 1 | FSG PART 2.
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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. FSG PART 1 | FSG PART 2
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Carlo commenced his career in the financial planning industry in 2000 and has worked with both boutique advisory groups and large institutions. He specialises in working with clients to identify their individual financial goals, develop tailored strategies, and manage these strategies to ensure both financial and personal objectives are achieved. Carlo also has a strong focus on personal insurance, helping clients protect what matters most while building long-term wealth.
Carlo is passionate about delivering expert advice in a clear and practical manner, ensuring clients feel informed and confident in their financial decision-making. He understands the importance of long-term relationships and ongoing reviews, recognising that personal circumstances, legislation, and financial markets change over time.
Carlo has successfully completed the Graduate Diploma in Financial Planning and the Graduate Diploma in Applied Finance and Investment. He is also an accredited Self-Managed Superannuation Fund (SMSF) Specialist.
Carlo is authorised to provide advice on the financial strategies and products stated in this. FSG PART 1 | FSG PART 2
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Book a phone appointment with Carlo
With more than 15 years of experience in financial planning, Tracey is passionate about helping clients gain clarity and confidence in their financial future. Since beginning her career in 2008, she has worked with individuals, families, and businesses to navigate important financial decisions and develop strategies aligned with their goals. After relocating from Albany to Perth, she further developed her expertise within a boutique financial planning firm before joining Future Wealth Planners.
Tracey believes financial advice should be personal and tailored to each client’s unique circumstances. She focuses on simplifying complex financial matters, helping clients make informed decisions, and creating clear strategies that support their long-term goals and lifestyle aspirations.
Tracey is authorised to provide advice on the financial strategies and products stated in this FSG PART 1 | FSG PART 2
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