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®, FFIN, B.Ec, GradDipFinPlan, DipFP, ABFP®, CRPC®
Owen has worked in the financial services industry for over 28 years.
For the past 20, he has primarily advised blue collar workers and their families. This has provided a deep understanding of the challenges and opportunities that shape their lives.
Owen holds a Bachelor of Economics, the Diploma and Graduate Diploma of Financial Planning, and has been a Certified Financial Planner (CFP®) — the highest professional standard in the field — since 2012. He also holds the Accredited Behavioural Finance Professional℠ (ABFP®), Chartered Retirement Planning Counsellor℠ (CRPC®) and Fellow of FINSIA designations, and is a member of the Financial Advice Association Australia (FAAA).
Owen’s combination of industry experience and professional accreditations means his clients receive advice grounded in both deep technical expertise and a genuine understanding of their world.
Hugh Keenan
BA (Hons)
Adv DipFP
Hugh has worked as a Financial Planner for over twenty five (25) years. For the past decade, Hugh has primarily advised blue collar workers and their families. This has given Hugh a genuine understanding of the challenges and opportunities shaping his clients lives.
Hugh holds a Bachelor of Arts (Hons) and the Advanced Diploma of Financial Planning, and is a member of the Financial Advice Association Australia (FAAA).
Hugh is passionate about delivering advice that is free of
financial jargon, because clients deserve advice they can understand and act on.
Hugh’s broad industry experience and technical excellence
means his clients receive advice grounded in a genuine belief in what good financial planning can do: helping members understand and take ownership of their financial future.
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.