Qualifications
& Memberships
- CFP®
- CA
Areas of
Expertise
Aged care
Retirement
Superannuation
Transition to retirement
Wealth Creation
I am passionate about my career in Financial Planning and owning my own business. I enjoy the challenge and personal satisfaction that I gain from helping solve the financial conundrum normal people face, particularly pre-retirees and retirees. People’s personal circumstances change, as do rules and legislation, meaning that our knowledge and advice constantly evolves. My strength is listening to my clients needs and then providing a strategy or solution to meet their objectives.
Brian's ideas of Financial Freedom
Out of the office you will find me spending time with my wife Pauline and two children Ben & Maggie. I am actively involved in the local community activities of tennis & football and continually strive to be a better golfer. More travel is on our agenda.
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