Brayden Harkness

Sinclair Wilson Investment Services Pty Ltd

Gold
9 Yrs Experience
Warrnambool, VIC 3280

We all have our own unique wants and needs out of life, everyone is different. For some it may be the simple things, while others may wish on a grander scale. The one similar feature that all our goals share, is that without appropriate planning, they are just wishes. My job is to work together with you to create that plan. I'll handle the complexities that the financial world throws at you, from superannuation, investments and insurance right through to retirement and Centrelink. Meanwhile you can enjoy doing what you really want to be doing - spending time with family and friends, travelling, studying - knowing your journey towards financial freedom is on track.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Sinclair Wilson Investment Services Pty Ltd

257 Timor Street
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sinclair Wilson Investment Services Pty Ltd

AFSL 229238