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.
Personalised Tax Services have completed the tax returns for my family for many years and Karen, Greg and all the staff have always undertaken the work professionally and accurately. They continually offer sound advice on all issues raised. ... read more
Andrew S
We have been associated with ‘Personalised Tax Services’ as our tax agents for many years and always been very pleased with the professionalism, thoroughness and the pro-active approach that they exhibit in their work for us. We fully ... read more
John Barnes, Broadband Propagation
Karen has been an amazing (and patient!) with sorting both my and my partner’s tax for a number of years. Even though it seems our tax is gradually becoming more complicated as each year passes, Karen makes each visit easier and more streamlined ... read more
Damian
I was quite nervous before I came to see Greg as I had multiple tax returns building up but as soon as we started going through things I was confident I was in the right place. The process was much easier than I anticipated and I was really pleased ... read more
Bradley R
Greg isn’t just another tax agent, he is very personable and friendly because he wants to be not because he has to be, he did my Taxes years ago and since returning to Adelaide I decided to go back, nothing has changed the service is still ... read more
