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Financial Spectrum

Brenton Tong,
Managing Director and Senior Financial Adviser

When it came to acquiring a lifestyle underpinned by financial security, Brenton decided to ignore what he’d grown up in Sydney hearing, “People like us can’t do things like that.”

Brenton’s own financial education started early, talking through the concepts in the Australian Financial Review with a friendly commerce teacher. Today, listening and talking through concepts is exactly what Brenton does for his clients and in the media — including the Financial Review.

Consistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton believes strongly in separating advice from commissions. This is why he has made it a cornerstone of Financial Spectrum that the firm rejects commissions.

Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning. He is completing his Masters of Business Administration and is enrolled in the Fellow Chartered Financial Practitioner programme (FChFP). Brenton is a Senior Associate Member of FINSIA and member of the Association of Financial Advisers, Association of Financial Professionals and Responsible Investment Association of Australia. In addition, Brenton is an accredited trainer for financial planners and writes part of the Continuing Professional Development syllabus for Kaplan.

Outside of the office, Brenton spends time with his ever-expanding family, working on the farm or sailing the Sydney to Hobart Yacht Race.

Specialist skills

  • Strategic financial modelling
  • Budgeting and cash flow management
  • Tax minimisation strategies
  • Financial Independence Retire Early (FIRE) strategies
  • Superannuation and SMSF
  • Transition to retirement strategies
  • Share investment
  • Property investment
  • Mortgage and borrowing
  • Insurance analysis
  • Estate planning

Professional qualifications

  • Master of Business Administration (in progress)
  • Bachelor of Commerce (Accounting and Law)
  • Advanced Diploma of Financial Planning

Memberships and associations

  • Fellow Chartered Financial Practitioner programme (FChFP)
  • Financial Services Institute of Australia (FINSA)
  • Association of Financial Advisers
  • Association of Financial Professionals
  • Responsible Investment Association of Australia
  • Accredited trainer for financial advisors

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