local_phone
Call Us At 1300 261 114
email
Mail Us enquiries@bert.com.au
BOBB Login
local_phone
Call Us At 1300 261 114
email
Mail Us enquiries@bert.com.au
Login BOBB

Your Finances

BERT provides a free financial counselling and planning service with the aim to help members achieve their goals and objectives and provide vital assistance and guidance in effectively planning ahead.

Take time out of your busy lives and sit down with a professional to give your finances and future the time it deserves.

Financial Counselling

"A budget is telling your money where to go instead of wondering where it went"

Debts and Budgeting

  • How to effectively manage your income and expenses
  • Negotiate repayment plans with your creditors
  • Reduce and pay off debt quicker

Financial Hardship

  • We assist members who are struggling financially. Whether its starting a repayment plan to pay financial institutions or to pay down debt and save interest

Call our in-house Financial Specialist today!

Debbie Gray on  0459 591 199  

 

Financial Planning

Investing in your Future 

  • Growing your wealth inside & outside of Superannuation
  • Insurance - Protecting your family and financial assets
  • Invest in line with your risk profile and tolerance

Retirement planning

  • Planning for retirement
  • Structuring your investments to get the most out of Centrelink benefits

 

 Call our in-house Financial Planners today! 07 3833 1100

Owen Hume CFP®, SA Fin, DipFP, B.Ec

Financial Services Guide - Owen Hume

Owen has worked in the financial services industry for two decades.

For the past 15 years, Owen has primarily advised blue collar workers and their families and he is passionate about ensuring they retire with dignity.

Owen has extensive experience in Retirement Planning, Superannuation, Centrelink and Wealth Creation. He holds a Bachelor of Economics degree and the Diploma of Financial Planning. In addition, Owen has achieved the highest professional designation in financial planning - Certified Financial Planner (CFP®) and is a member of the Financial Planning Association of Australia.

With his qualification and experience, Owen brings a wealth of knowledge to his clients to assist them with their varied financial needs.

Hugh Keenan BA (Hons), Adv DipFP.

Financial Services Guide - Hugh Keenan

Hugh has worked as a Financial Planner for over twenty (20) years.

For the past 3 years, Hugh has primarily advised blue collar workers and their families and he is passionate about ensuring they retire with dignity.

Hugh has extensive experience in Retirement Planning, Superannuation, Centrelink and Wealth Creation. He holds a Bachelor of Arts (Hons) degree and the Advanced Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.                                                                                      

Hugh brings a broad range of industry experience and technical expertise to BERT and is a strong believer in the value of financial advice in helping members to understand and take ownership of their financial affairs.

BERT Financial Services (BFS) has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL No 232514 to facilitate the provision of financial advice. Our Financial Planners are employed BFS, and are licensed by, and an authorised representative of, IFS.