Our Advisers

Brett brings over 13 years’ experience to the Markey Financial Services team, delivering high quality financial services to clients. Brett feels strongly about helping his clients to achieve more security, flexibility and confidence by providing specialised financial planning, superannuation, insurance and succession planning advice services. As a strategic financial adviser, Brett’s key focus is to utilise and build on the strong technical skills he has developed during his career to consistently provide an exceptional client experience.

Brett’s educational qualifications include:
• Bachelor of Business (Economics)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Justice of the Peace

Brett’s industry membership include:
• Financial Planning Association (FPA)
• Association of Financial Advisers (AFA)
• Financial Ombudsman Service Limited

Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:

• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance

Diploma of Financial Planning

Lisa has been in the Financial Services industry for over 30 years and has extensive knowledge within the industry.
Lisa has a strong focus to helping her clients achieve their Risk Insurance needs by delivering high quality financial services advice. Lisa also provides assistant to Brett Cruden, Markey Financial Services Financial Planner.
Lisa’s educational qualifications include: Diploma of Financial Planning Lisa’s industry membership include: Association of Financial Advisers (AFA)

Cody brings over 3 years experience to the Markey Financial Services team, delivering high quality Strategic Financial Advice to clients. Cody is passionate about helping his clients to achieve their financial goals/objectives. Cody’s key focus is to build strong relationships and ensure his clients engage and understand every step of the financial planning process.

Cody’s Qualifications include:

• Bachelor of Commerce (Finance)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Certificate IV in Finance & Mortgage Broking
• Justice of the Peace (JP)

Cody’s Industry Memberships include:

• Financial Planning Association (FPA)
• Financial Ombudsman Service Limited

Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:

• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance