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.
- 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.
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Crabtree Private Wealth Pty Ltd ACN 461 499 931 is a Corporate Authorised Representative of NEO Financial Solutions Pty Ltd AFSL 385845 | ABN 64 141 607 098.
Registered office: 87 Devereux Rd, Linden Park SA 5065
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