Brett Stein

Brett is a seasoned financial planning professional with over 30 years of experience across the financial services industry, including key roles in both London and Sydney. He has held senior positions such as Executive Financial Planner at Westpac Private Bank, where he supported clients for over two decades, and Executive Advisor at Viridian Advisory. 

Brett brings a wealth of experience and a reputation for building long-term, trusted relationships. He prides himself on having open, caring conversations with clients and being a reliable partner through all of life’s financial ups and downs.

Outside of work, you’ll find Brett spending quality time with his family and friends. He has a passion for good food, travel, and staying active outdoors.