Who we are
Director and Responsible Manager of the AFSL
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.
Brett commenced the AFSL in 2018 and is Director and Responsible Manager. He is also a Partner and Advisor with Saige Financial Planning.
AFSL Compliance and Assistant
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.
Devona assists with managing the dealer group, ASIC compliance requirements, in addition to client services manager with Saige Financial Planning.
WHAT PEOPLE SAY
Brett is a total professional who lives his advice in creating true work life balance, achieved through his intelligent and professional approach to investment strategies and capacity to keep the big picture in mind at all times. Brett listens, considers and advises with professionalism and explains things in simple terms. Happy to recommend Brett anytime.
— Andrew, Central Coast
Brett Dillon is an Authorised Representative (No: 265081) of BD Financial Advisory Pty Ltd (AFSL No: 502 401).