Brenton Tong

Recognised Expert

Recognised SourceBottle subscriber. Holder of an Expert Profile with contact details/backgrounder.

Master of Business Administration (in progress)
Bachelor of Commerce (Accounting and Law)
Advanced Diploma of Financial Planning
Managing Director and Financial Advisor
Managing Director of independently-owned financial planning company, Financial Spectrum, and consistently ranked one of Sydney’s top financial advisors (Adviser Ratings).

Specialist skills:

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

Member, Fellow Chartered Financial Practitioner programme (FChFP)
Senior Associate Member, FINSIA
Member, Association of Financial Advisers
Member, Association of Financial Professionals
Member, Responsible Investment Association of Australia
Accredited trainer for financial advisors
Financial advice, financial planning
Family, finance, farm work, sailing
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 a 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.