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Brent Van Der Wel

Brent Van Der Wel Brent Van Der Wel is offline

Senior Member

About Me

  • About Brent Van Der Wel
    About me
    I've been told by clients and colleagues that I'm very 'genuine'. I'm laid back but thorough and love the challenges of helping those in need.
    Location
    Mooroolbark, VIC
    Your job title
    Director/Financial Planner
    Business overview
    I run a small mobile financial planning practise based in the eastern suburbs of Melbourne. My clients are spread out across Victoria.

    My focus is on client education and often work with those that feel like the 'small fish'. Consequently I work a lot with cleaning up super and risk insurance issues and minor estate planning. I also look at tax effectiveness, savings plans and investments.
  • Signature
    Brent Van Der Wel - Envision Wealth

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General Information
  • Last Activity: 01-07-11
  • Join Date: 24-08-09


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