Brett Gilday Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Combining a wealth of experience and a commitment to financial well-being, Brett specialises in helping successful individuals, families and business owners align their financial choices with their most important goals and their most deeply held values.

By helping to get financially well organised & navigate the complexities of their financial world, Brett’s clients ideally have more time to improve their overall quality of life (health, relationships, career), and feel empowered to design their lives according to their aspirations.

On an ongoing basis, Brett and his team are committed to providing friendly, professional, holistic advice to business owners and high net wealth families, helping them to protect, manage, and grow their wealth whilst enjoying the peace of mind that comes from getting their entire financial house in order.

Having been a private client adviser since 1999, Brett understands that successful, busy, affluent families often have a number of advisers, but believes that there is generally a void in ‘bringing it all together’. Brett is comfortable working harmoniously with other professional advisers, coordinating and leading your professional advice team to work collaboratively towards your important goals.

Brett is passionate about long-lasting relationships and having a positive impact on the lives of his clients, family, friends and local community and is actively involved in several charities, local community and industry groups.

Away from work, Brett enjoys travel, music, swimming, hiking, keeping fit and spending time with friends and family.

Qualifications/Memberships

  • Graduate Diploma of Financial Planning – Kaplan
  • Adv Diploma of Financial Planning – Kaplan
  • Self-Managed Super Funds – IIT
  • Cert IV – Mortgage Broking – IIT
  • Tax Financial Adviser – Tax Practitioners Board (TPB)
  • Financial Advice Association of Australia (FAAA)
  • Justice of the Peace

Areas of expertise

Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Business Succession

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Divorce and Financial Settlements

Strategic Financial Advice

Key Person Insurance Strategies

Experience

  • 25 years in Financial Services
Contact Details
Brett Gilday

0414 681 974

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Riverside Park Reliance Building, Suite 1.05, 69A Central Coast Highway, West Gosford NSW 2250
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