Who We Are

Brett Dillon

PRINCIPAL

Brett completed Financial Planning studies through Deakin University and the FPA, graduating in 2002. He was admitted as an Associate Practitioner Member in 2006 and has completed Certified Financial Planner (CFP), Life Risk Specialist and Self Managed Superannuation qualifications.

When not in the office Brett enjoys his passion for vintage guitars and amps, Classic Tarmac Rallying in his early 911 and riding his adventure motorcycle camping in the outback.

 

Devona Carstensen

OFFICE & CLIENT SERVICES MANAGER

Born in the US with a degree in International Relations and a fluent German speaker, Devona has worked in both Germany and Australia for the international investment bank Dresdner.

Busy wth a young family she joined BD Financial Planning in 2009 and now handles all client issues, portfolio administration and manages the Central Coast office.

And she has a VERY impressive veggie garden.

 

Karl Brooke

TECHNICAL RESEARCH, REVIEWS AND PARAPLANNING

Karl graduated with a Bachelor of Commerce with Distinction in 2013 and is currently progressing through the Advanced Diploma of Financial Planning. Karl joined the team in 2015 after several years of working with NAB and AMP aligned financial planners.

Out of the office, Karl has interests in keeping physically active and investing in the stock market.

Karl Brooke