Brent offers fifteen years of international experience in the financial services industry, always improving and adding to his skill sets in an ever changing world of highly regulated financial advice. Brent specialises in estate and IHT planning for HNW clients & those closer to or already retired who tend to gain most from his wealth of knowledge.
Always looking for better ways to serve and support his growing client base, working predominantly on a referral basis Brent works hard to help clients take the best advantage from the many tools made available for expats living overseas, this ensures they make the most of their hard earned savings.
Chartered Institute for Securities & Investment
– Introduction to Securities & Investment (International)
– International Certificate in Wealth Management
The Chartered Insurance Institute
– IF1 Insurance, legal and regulatory
The CCL Academy (Hosted by Qatar Financial Centre Authority)
– The Role of the Compliance Manager
– Compliance Monitoring
– Issuing authority
– Introduction into the Code of Business Rules
– Introduction to the Role of the Money Laundering Reporting Officer
– Money Laundering Regime
– Regulatory Environment
– Senior Management, Regulatory Roles and Responsibilities
– The Prevention of Money Laundering and the Financing of Terrorism
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