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.
Greg and Karen from Personalised tax services have provided me with valuable and relevant assistance in all areas of SMSF, company and personal tax requirements. As principal’s they are readily contactable or able to provide fast responses ... read more
David R
Highly recommend,
Very quick, and knowledgeable advice. Extremely professional staff, and always there to answer all of my mid quarterly questions.
Well done team!
Adam R
Karen has been helping me with my tax for many years. Now working with my children too. Many thanks. Highly recommended.
