Brian has provided financial and investment advice for 27 years with a focus on investing as opposed to saving, superannuation and income in retirement.
Brian is a Certified Financial Planner, holding the Diploma in Financial Planning, and a member of the Financial Planning Association.
Brian's approach is personal and works mainly on a referral basis. One of his original clients from 1984 is still in contact for further advice or just
Financial Services Guide (FSG)
By law anyone who advises you or promotes financial products to you, has to have an Australian Financial Services Licence or be authorised by an AFS Licensee,
and must provide you with a Financial Services Guide (FSG).
This guide will help you decide whether our services are right for you.