Phone: (08) 6380 1400
Email: info@symmetrygroup.com.au

OUR FIRM

As a trusted client aligned advisory firm, we focus on providing tailored advice and wealth management solutions.

Our business is privately owned and free of institutional influence, which allows the delivery of truly aligned advice, in the best interests of our clients.

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Core beliefs

Core beliefs

In order to provide Solutions Based Advice, we conduct our business with the following beliefs:

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Financial Advice Overview

Financial Advice Overview

Our First Meeting – What to expect?

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Services

Services

Our advisory team are licensed to provide advice in the following areas:

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How We Are Different

How We Are Different

We believe that offering a tailored Solutions Based Advice approach clearly demonstrates a level of transparency and non-alignment to a product sale.

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TEAM

We have an open-door policy to new relationships and ideas. We thrive on challenging projects.
If there is something interesting we could explore together, please do not hesitate to contact us.

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Brent Coxon

Brent Coxon

Brent is the Managing Director of Symmetry Group.  He has been involved in the Financial Services industry since 1998 and has provided wealth management services to private clients since 2004.  He focuses primarily on working with individuals and families to protect and grow their wealth.

Commencing employment with Tower Trust in 1999, Brent’s first role was in funds management and administration.  It was here Brent formed sound relationships to further his career, moving to Perth based Plan B Financial Services where he spent three years in various advice based roles.  An opportunity with Godfrey Pembroke became available and after relevant roles he had developed and possessed the required skills to establish his own financial services firm, Symmetry Financial Group in 2006.

In July 2012, Symmetry Group was formed and an application for an Australian Financial Services Licence 426385 was submitted and granted.  Brent is the Responsible Manager of this Licence.

Brent holds a Diploma of Business Administration, and has completed both his Diploma of Financial Services and Advanced Diploma of Financial Services.  He constantly undertakes further studies within the industry to remain challenged and to ultimately enhance his skill-set.

Brent was a founding committee member of the Self Managed Fund Professionals Association (SPAA) in Western Australia and is still an active member of SPAA.  Brent is actively involved in the development of strategy, investment advice and management of new and existing Self Managed Funds for clients.

Peter Davies

Peter Davies

Peter has been working in the financial services industry for 30 years.

Whilst he has worked in diverse, senior roles in the industry, he has held the Certified Financial Planner designation for the past 12 years, operating private practice for his clients and their families.

Peter operates a boutique style of financial planning where he focuses on the specific circumstances of each client, providing financial solutions to meet their individual needs.

Peter is married and has two teenage daughters.  He enjoys family life, walking his dog, surfing, and fishing.

Todd Pallett

Todd Pallett

Todd is a financial adviser, Self-Managed Super Fund (SMSF) specialist, Small to Medium Enterprise (SME) adviser and author.

He focuses primarily on working with individuals and family businesses to protect, grow and successfully transfer their wealth to the next generation.

Todd has provided sophisticated private wealth management services to high net worth individuals and family offices since 1996. He has worked with a broad range of clients and has a wide and deep understanding of clients issues facing retirement and wanting to protect what they have.

He is a recognized leader in the industry and the author of “The Wealthy Aussie Expat”, “7 Experts on 7 Topics” and his new book “The Super Playbook” which features leading strategies for people wanting to control their financial independence utilizing self managed super.

In 1996 Todd was a founding member of the AMP LEADS Financial Planning program in Australia and was awarded best financial adviser in his inaugural year. Later headhunted to HSBC Australia, he was appointed as New South Wales (Sydney) State Manager of Financial Planning at the age of 26 and expanded their operation to Perth, Western Australia.

Outside of the financial services industry Todd is a former two times Australian Heavyweight Taekwondo Champion and represented Australia at the 1994 World Championships where he won bronze in his first international outing. Now retired from competition he enjoys mixed martial arts and recreational running for charity with his wife for the Child Welfare Scheme Charity in Nepal where previous funding efforts have built day care centers to house local children.

Born and raised in Perth, Western Australia he graduated from Curtin University with a Bachelor of Commerce, Property Major. He has been featured in publications for Benchmark, Prestige, South China Morning Post and Chambers of Commerce Magazines.

Brad Buters

Brad Buters

Brad is a Financial Adviser at Symmetry Group and has been in the Financial Planning industry since 2008. His passion for strategic advice helps develop comprehensive plans which centre around helping his clients to achieve their financial goals and objectives.

Brad graduated from Curtin University in 2008 with a Bachelor of Commerce degree majoring in Financial Planning and Economics. For his efforts as an undergraduate student at Curtin, Brad was awarded the AMP Financial Planning award for being the top student to graduate with a Financial Planning major.

To further his education, Brad went back to Curtin as a postgraduate to study his Master of Accounting. This course was studied on a part-time basis and completed in 2011.

When Brad isn’t working with clients he likes to spend his time with family and friends. He has a keen interest in fitness and plays numerous social sports.

Tara Hughes

Tara Hughes

Tara joined Symmetry Group in 2010 as Financial Planning Coordinator.

She provides administrative support to Brent Coxon.

Tara has had over 10 years experience in Office Administration working in roles as a Personal Assistant and Office Manager for other corporate companies.

Tara’s administration experience in the workforce brings strong organisational and client relationship skills to the company.

CONTACT

Address

Symmetry Group Pty Ltd
5/245 Churchill Avenue
Subiaco, Western Australia, 6008

Mail

Postal
PO Box 8104
Subiaco East
Western Australia, 6008

Contact Us.
All comments or questions are welcome.

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