Glenn Sterrey
Director, Head of Financial Advice, Bentleys South Australia
Glenn is the Head of Wealth, Asset Consulting and Financial Advice at Bentleys Wealth Partners.
Glenn’s accomplished career includes senior roles in funds management, private banking and for the last 20 years providing high quality professional advice to Individuals, SMSF Trustees, Companies, Not for Profits and Charities.
Under Glenn’s leadership, the team of Bentleys Wealth Partners strives to deliver superior client outcomes across the spectrum of financial advice, while building deep and meaningful long-term relationships with their clients.
Glenn’s technical ability, professionalism and experience in the financial services industry spans more than 30 years. Over that time, Glenn has accumulated detailed and extensive knowledge of all facets of the financial planning process and investment markets.
“Whist training, education and technical knowledge is always important, the greatest test of a financial adviser is their ability to build Trust, empathy and a clear understanding of what the client wants and needs. I think that is my major strength.”
In recent years, Glenn has been the recipient of multiple awards for excellence in advice, including being named by Barron’s Magazine and the Australian newspaper as being in the Top 50 Financial planners in Australia. He is the reigning Securitor National Adviser of the Year and been named by the Beddoes Institute of Australia as one of Australia’s Most Trusted Advisers in 2016, 2017 and 2018.
Glenn outlines why it is important to protect your financial wellbeing.
Glenn is an Authorised Representative (RN: 242156) of BWP Advisory Pty Ltd (ABN 29 632 807 179, AFSL 515936).
I have been working with Bentleys for over 10 years and they have never let me down.
Michael Malone, Founder iiNet
Qualifications/Professional Memberships/Appointments
- Diploma of Financial Planning
- Certified Financial Planner (CFP)
- Tax Practitioners Board (Member)
- FASEA Qualified
Specialist Areas
Glenn has specialist expertise in the following service areas: