About Me

Brian provides wealth management solutions principally to executives and professionals, including their families and businesses.

Brian cares about his clients’ well-being and, as such, ensures that each client’s financial strategy is managed to minimise unnecessary risk, to ensure ongoing taxation efficiency and utilise available resources to reflect their objectives.

Brian holds a Bachelor of Business (Financial Planning) and Masters of Professional Accounting. He is a Certified Practicing Accountant and Certified Financial Planner.