About Us

Brett Crabtree

Private Client Adviser & Managing Director

Adv. Dip FP, AFP

Brett Crabtree has been successfully advising farmers, business owners and high net worth individuals and families throughout Australia since 2001 in relation to their financial needs, management of assets and further advice. This broad spectrum of clients stems from Brett’s background, having been raised on the family wheat/sheep farm in the Wimmera aswell as his relationship based approach towards his clients.

Brett delivers in-person presentations and online webinars to farmers and business owners across rural and regional Australia since 2001 which has been an extremely rewarding experience.

As any client would expect from a professional advisor, Brett possesses strong communication skills and provides the highest level of professional service and advice. Brett is devoted to ongoing education through mandatory Professional Development within the Financial Advice industry.

Most importantly the constant stream of referrals from existing, long term valued clients is testament to his professional conduct.

Qualifications:

  • Advanced Diploma of Financial Planning
  • Licensed Financial Adviser
  • Associate of the Financial Planning Association (FPA)
  • Registered Tax Practioner (Financial Adviser)

Brett is committed to keeping fit and enjoys supporting the pursuits of his two sons with wife Kylie. Involvement in sport (football and tennis) takes up much of his spare time along with being an active member and passionate supporter of the Essendon Football Club.

Our Practice

Email

admin@crabtreeprivatewealth.com.au

Phone

Office Hours

Monday-Friday by appointment (9am-7pm)

Location

87 Devereux Road, Linden Park SA 5065

Parking

Free 2 hour parking on-site (car park and street parking)

Get In Touch

15 + 4 =

Contact Info

08 8330 0289              0407 051110

87 Devereux Road, Linden Park SA 5065

PO Box 6210, Linden Park SA 5065

Monday-Friday by appointment (9am-7pm)

Follow Us

Crabtree Private Wealth Pty Ltd is a Corporate Authorised Representative (No. 001274338) of DJM Financial Services Pty Ltd, AFSL No. 328056.

Registered office:  87 Devereux Rd, Linden Park SA 5065

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