BBV Wealth Management
WHO WE ARE OUR TEAM OUR SERVICES
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Developing strategies to build and protect client wealth with a view to achieving their goals |
The team at Bentley Brett & Vincent pride our-selves on our ability to maintain a high level of quality service to our clients.
Our financial planning division, BBV Wealth Management, is no different and has been structured to service your needs in accord with traditional BBV service levels.
BBV Wealth Management has joined forces with Securitor to ensure we have the very best of training, research and technical support in order that you continue to receive the very best in financial advice.
We can also provide lending advice for you and your business – leasing, hire purchase or margin lending. No need to shop around when we have ready access to your financial position and several finance providers.
To complete your financial package, we can also provide all of your personal insurance needs, be they life, disability (permanent or temporary), trauma insurance, or business expense insurance. These will ensure your wealth is protected should you endure a covered event.
Feel free to contact us at any time for further information, or to arrange a no obligation, free interview to open your eyes to a financially secure future.
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Veronica has been involved in Public Practice since 1985 and has been working with BBV since 1995. She has a Bachelor of Business in Accounting, is a Member of the CPA and has a Diploma of Financial Planning.
Veronica has a strong background in taxation and auditing, including companies, self-managed super funds, trusts, partnerships and individuals. Veronica also specialises in the area of fringe benefits tax and wealth creation and Financial Planning.
David has been involved in Public Practice since 1986. He has a business degree with a major in accounting, is a Fellow of the Taxation Institute of Australia, a Certified Practising Accountant (CPA) and has a Diploma of Financial Planning.
David is currently undertaking the requirements to become an Authorised Representative of Securitor.
Brad has a Bachelor of Commerce in Financial Planning and has over 4 years experience in the finance industry.
Sarah has a Certificate III in Business Administration and over 5 years experience in the industry. Sarah provides a pivotal role in supporting the Bentley Brett & Vincent Wealth Management team.
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Investments
Tax effective investment opportunities which offer prospects for capital growth and regular income.
Superannuation
Assistance with the selection of a suitable superannuation fund and consolidation of your super.
Superannuation Choice Legislation gives you the power to choose your super fund. Make sure you exercise that choice!
Margin Lending/Instalment Gearing
Advice on enhancing your wealth creation opportunities through a tax effective margin facility.
Wealth Protection
Advice on and implementation of an insurance plan to protect yourself and loved ones financially, from an unexpected event.
Financial Planning
Full financial advice, tailored to individual client wealth creation and protection needs.
Lending
Home and business loans tailored to your requirements.
Leasing
Funding for motor vehicles and other business asset purchases.
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Disclaimer:
BBV Wealth Management Pty Limited is a corporate authorised representative of Securitor Financial Group and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through BBV Wealth Management Pty Limited and Bentley Brett & Vincent which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by BBV Wealth Management Pty Limited.
