BERT Financial Services
BERT provides a free financial education, guidance 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.
Please Note that the Financial Planning benefit is only available to all Financial CFMEU Queensland/Northern Territory and Plumbing & Pipe Trades Employees Union Queensland Members.
Financial Foundations
“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
- Provide guidance on repayment plans with your creditors
- Reduce and pay off debt quicker
Debts and Budgeting
- We assist members who are struggling financially.
Call our in-house Financial Specialist today!
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!
Owen Hume CFP®, SA Fin, DipFP, B.Ec
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.
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.
Please Note that the Financial Planning benefit is only available to all Financial CFMEU Queensland/Northern Territory and Plumbing & Pipe Trades Employees Union Queensland Members.
