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Financial Service Guide
CERTIFIED FINANCIAL PLANNER™, Adv Dip FS (FP), AFPA
Brian is a Certified Financial Planner™ practitioner, in addition to holding an Advanced Diploma in Financial Services (Financial Planning).
He has been an experienced Financial Adviser for over 10 years.
Brian provides comprehensive financial advice on the full range of financial services including, retirement planning, wealth creation, investment gearing, debt strategies, estate planning and personal insurances.
Brian takes great delight in seeing his clients meet their goals and enjoys the relationships he has been able to build.
Brian's client focus, stems from his extensive client services management background, ensuring he exceeds the expectations and needs of his clients.