Brian is the senior partner in our Financial Planning business called Personal Financial Planning Services and has been a Financial Advisor working in the Financial Services Industry since 2001.
Brian can assist you with all of your Superannuation, Investment and Insurance requirements.
He is happy to have a no obligation meeting to chat with you and talk about Superannuation, investments and Insurance.
Brian grew up in the US and came to Adelaide in 1993. He married his partner, Karen and they have three children.
He enjoys helping people solve their financial problems, build their wealth and prepare them for the future. Being prepared is key, as the proverb instructs, “Dig a well before you are thirsty.
Today I attended my appointment at PTS and went in feeling extremely overwhelmed and nervous due to complications with my tax returns and multiple amendments that needed to be made from previous financial years. I left this appointment feeling as ... read more
Emily
Karen has been looking after our business and personal tax for many years now. Their service has always been timely, professional and helpful. I have always been happy and would recommend Personalised Tax Services to both individuals and ... read more
Cheryl R
My partner and I have been clients of Personalised Tax Services for several years and we are always happy with the services that they provide. We have found them to always be reliable and provide sound financial advice that is suitable for our ... read more
