- Certified Financial Planner® (CFP)
- Graduate Diploma in Financial Planning
- SMSF Accredited
- Fellow of the Financial Planning Association of Australia
- Financial Planner AFP® of the Financial Planning Association of Australia
Plan 4 Strategic Advice was established through a collaboration between Bray Chan Chartered Accountants and Plan 4 Financial Solutions to provide tailored financial planning outcomes that compliment strategic taxation and business advice. It benefits from over 30 years of combined financial planning and accounting experience to assist clients with comprehensive wealth accumulation, asset protection and retirement solutions. At Plan 4 Strategic Advice we aim to improve our clients’ wealth and financial wellbeing, whilst protecting what is important to them through the use of innovative and sensible investment and insurance advice.