Brett Stokes

Brett Stokes

Suite 26, 3 Box Road, Caringbah NSW 2229
0401016132
Financial Ascension
www.financialascension.com.au
Member of Association of Financial Advisers Logo
Background
Summary

I started in the Finance industry straight from school commencing employment with The NAB (then CBC) as Batch clerk at Rockdale Branch. I then progressed through the Ranks at the Bank as a Teller, International officer, Lending officer, Securities Clerk, then Consumer Lending Officer and Business Banking Officer before finishing my Bank career as a Commercial lending Manager. I then left the Bank to be a home Dad and cared for my boys full time for 6 years between 2000 - 2006. On my return to the workforce, I did the Financial Planning Diploma and the rest is history - now having been with AMP Financial planning for about 12 years as a qualified Financial Adviser and Mortgage Broker.

Focus Areas
  • Income Protection
  • Life Insurance
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Institutionally Aligned

Education

ADFP + FChFP Graduate

Advanced Diploma of Financial Planning and Diploma of Financial services (Finance/ Mortgage Broking)




Get in touch with Brett Stokes