Who we are
Founder & 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.
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 with a young family she joined BD Financial in 2009 and now handles all client issues, portfolio administration and manages the Central Coast office.
And she has a VERY impressive veggie garden.
Financial Adviser, Aged Care Specialist
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 Central Coast team in 2015 after several years of working with NAB and AMP aligned financial planners.
In 2017 he became an Accredited Aged Care Specialist.
Out of the office, Karl has interests in keeping physically active and investing in the stock market.
Client Services & Trainee Paraplanner
Tracy has a background in corporate services management and joined the BD Financial Planning team in 2018. She assists with portfolio management and administration, and digital content development. She is also holds a Bachelor of Communications (Public Relations).
In her spare time, Tracy enjoys watching live music, and working her way through an ever-growing pile of unread books.
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).
Karl Brooke is an Authorised Representative (No: 1261628) of BD Financial Advisory Pty Ltd (AFSL No: 502 401).