Brigitta Hembrow-Gersey

Certified Financial Planner® & Accredited SMSF Association Specialist Adviser (SSA™)

I am passionate about helping clients explore and understand their options when planning for their future and engaging with their superannuation and investments. I am a firm believer of the power of simplicity and long-term focus and have a strong interest in wealth accumulation and retirement strategies, both inside and outside of superannuation. In 2022, I was named as a winner of the Gwen Fletcher Memorial Award, “recognising the highest achiever in the Certified Financial Planner (CFP®) Certification Unit, with demonstrable dedication to providing high-quality financial advice”.

My areas of specialty include:

Superannuation advice including government defined benefit schemes: helping clients navigate and understand the complex rules for their future.

SMSF advice: assisting clients comply with the strict rules to maximise the potential of their SMSF.

Retirement planning: planning and exploring options now for future peace of mind.

Intergenerational wealth & inheritance advice: working as family group to ensure the family legacy is looked after.

Investments and portfolio advice: making sure clients’ investments work towards their goals and are aligned with their individual preferences.