TNR WEALTH - Key Persons
Brett has over 14 years of experience in financial services and has spent over 12 of those as an Adviser. Brett is committed to applying his experience and knowledge to provide quality strategic advice to clients allowing them to achieve the best possible outcomes.
He works with clients at any stage of life, especially those that are nearing or have retired. He understands that every client's financial and life circumstances are different and is committed to tailoring a solution personalised to them.
Brett enjoys taking the complex and confusion out of financial matters and explaining it in a way which is easily understood by his clients.
Job Titles:
- Financial Planning Associate
Caroline has over 20 years' experience working in the Financial Services sector. She has held several roles within the industry - with Bank of Ireland Asset Management, Vanguard Investments Australia, and AMP Financial Services. Through these roles and experiences, as well as her formal studies, Caroline has gained extensive knowledge of investment management, portfolio management and the financial planning industry.
As Client Services Officer for TNR Wealth Management, Catherine's goal is to assist in maintaining communication and support for our clients, TNR Wealth and Accountants.
Catherine assists in the daily running of the office and implementing business procedures.
Catherine has over 20 years' experience in Finance and the Financial Planning Industry which started with working for Territories and Local Government, in the Finance and Legal and Legislation sectors, before moving to the Northern Rivers and working in the private sector in Accounting and Financial Planning Industry.
TNR Byron Bay are experts in financial planning and analysis to assist you and your family in creating wealth for a financially secure future.