An inspiring and energetic adviser helping clients solidify the now and envisage the future, and through a strategic and tailored approach to financial planning, take the steps to achieve their financial aspirations.
Brian is passionate about inspiring and empowering clients to make conscious decisions about what they want in life, then assists them in taking action to make this happen. Through grounded conversations with each individual to identify what is fundamentally important to them, Brian is able to qualify and quantify these aspirations in order to make them achievable.
Brian holds a Bachelor of Business, Diploma of Financial Planning, Advanced Diploma of Financial Planning and is currently enrolled at Griffith University to complete his Masters of Financial Planning. He is a member of the Financial Planning Association of Australia (FPA) and has also been appointed a Commissioner for Declarations.
Being a holistic Financial Adviser Brian works across cash-flow management, personal insurance planning, debt management and wealth creation.
Brian values a well balanced lifestyle including family, career, fitness, health and travel. Outside of the office he is a first time dad and enjoys his time spent with his wife, Renee and newly born daughter, Eliana. Brian is a current serving member of the Australian Army Reserves and during his time in the Defence Force, he has been involved in a number of national operations and an international peace keeping operation. His hobbies include stand-up paddle boarding, touch football, regular exercise at the gym and indulging in his love of coffee.
Brian is available for appointments out of our Indooroopilly, Brisbane CBD and Gold Coast Offices.