Summary

Brian is the principal and Senior Financial Planner at Arrowstone Wealth Planning. Brian commenced in the financial planning industry in 1982, with a specific focus on individual financial planning, including the development of strategic advice for superannuation, retirement, insurance and estate planning. Since 1986 Brian has worked extensively in supporting trustees of Self-Managed Superannuation Funds in both the strategic planning and investment management of their funds. He also regularly assists clients with Estate Planning and Aged Care planning. He holds a SMSF Specialist Adviser qualification. As a founding member of our licensee, Madison Financial Group, Brian has experienced many changes to the industry over the past 30 years, which is invaluable in assisting clients build and protect their wealth. This experience gives him a unique perspective on client issues and needs that are forever impacted by our continually changing world. Brian holds the following qualifications: Certified Financial Planner, Member of FPA, Member of SMSF Professionals Association of Australia and SMSF Specialist Adviser. He is married with two children and enjoys boating with the family.