Why BBV Wealth Management?

The team at Bentley Brett & Vincent take pride in our ability to maintain a high level of quality service to our clients. Likewise, our financial planning division, BBV Wealth Management (BBVWM), isn't any different and has been structured to service clients' financial needs in accordance with traditional BBV service levels. 

Our committed team at BBVWM has been dedicated to providing financial services built on loyalty and trust for many years. We take the wealth creation journey with our clients by providing tailored advice. Not one journey is the same. We identify opportunities to achieve financial freedom. We support our clients and keep them tracking towards and focused on their goals. 

If you wish to have a FREE, no obligation meeting to discuss any aspect of your financial planning needs, then please contact our office on 02 6652 3160 or click here to make an appointment.

FSG | Adviser Profile | Capstone Privacy Policy | BBVWM Privacy Statement | Important Information

BBV Wealth Management Pty Ltd is a corporate authorised representative of Capstone Financial Planning Pty Ltd and provides financial planning services for shares, managed funds, superannuation, self managed superannuation funds (SMSFs), personal risk and other investment advice. Your adviser may offer you services under BBV Wealth Management or Bentley Brett & Vincent, each business is solely and separately responsible for the advice they each provide. In particular, Capstone is only responsible for the financial planning services provided by BBV Wealth Management Pty Ltd.

ASIC Licences
BBV Wealth Management Pty Ltd
ABN 48 101 253 561
Corporate Authorised Representative No. 315982
Veronica Bruce
Authorised Representative No. 294247

 

Licensee
Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
AFSL No. 223135
Level 14, 461 Bourke Street
Melbourne VIC 3000

Address

PO Box 1122
226A Harbour Drive
Coffs Harbour NSW 2450

Phone

02 6652 3160

Email

coffs@bbv.com.au