You get the best of both worlds at RI Advice Brookvale. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

Sean Southwell*

Sean Southwell

Proprietor and Financial Adviser of RI Advice Brookvale
CFP®, Dip FP
Authorised Representative Number: 272637

Download Adviser Profile

Sean has worked in the financial services industry since 2000 and has spent the bulk of those years with RI Advice Group. Prior to 2000, Sean worked as a Land Surveyor, owning and operating his own successful surveying business.

In early 2000, Sean decided on a career change, commenced studies in Financial Planning and started working in RI Advice's Mosman office. After completing his Diploma of Financial Planning, Sean accepted an offer in 2004 to manage the investment and superannuation clients for a well established financial services group on Sydney's Northern Beaches. He continued this until the end of 2005, when he re-joined RI Advice to set up a new office in Brookvale as a co-proprietor.

Sean has a Diploma of Financial Planning and also holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Finacial Planning Association of Australia (FPA). With these qualifications and experience, Sean is well qualified to help clients to achieve their financial goals.

Tim Brady*

Tim Brady

Proprietor and Financial Adviser of RI Advice Brookvale
B Econ, F Fin, Dip FP, SSA, JP
CERTIFIED FINANCIAL PLANNER™
SMSF & ASX Listed Product accredited
Authorised Representative Number: 264172

Download Adviser Profile

After completing his Economics degree (with a major in Finance), Tim joined the treasury department of an international bank. Four years on, he decided that he wanted to apply the investment principles he had learnt to the more practical task of helping people plan and save for their retirement.

Looking for a leader in the field, he joined RetireInvest as a financial adviser in 1992 and in June 2006 became Co-Proprietor of the RI Brookvale office. To add depth to his experience, he completed a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and a Diploma of Financial Planning from Deakin University as well as SMSF and ASX Listed Product accreditation. He holds the internationally recognised Certified Financial Planner™ qualification from the Financial Planning Association of Australia (FPA) and is a Fellow of the Financial Services Institute of Australasia (finsia). Tim’s various accreditations require ongoing educational and professional development to ensure that he stays up to date with the latest industry information and is able to service client needs professionally.

Kylie Southwell

image-coming-soon

Business Development and Marketing
B.Econ (Acct.)

Kylie joined RI Advice Brookvale in July 2014 and is responsible for developing initiatives designed to broaden and grow our business.

Kylie has worked in the Financial Services Industry for over 20 years, holding senior positions with leading investment banks and fund managers, including Macquarie Bank, Credit Suisse, ABN Amro, Maple-Brown Abbott and Caledonia Investments.

Kylie has a Bachelor of Economics Degree (majoring in Accounting) and a Graduate Diploma in Applied Finance and Investment.

Daen Xu

Daen Xu

Office Manager
B Bus

Daen has been with RI Brookvale since September 2007 and is responsible for executing most back office and overseeing administration tasks.

Daen has a Bachelor of Accounting, an Advance Diploma of Business Studies and is almost finished the Diploma of Financial Services (Financial Planning).

Claire Gallagher

Claire Gallagher

Client Services Manager

Claire joined RI Brookvale in April 2011 and as Client Services Manager, is responsible for supporting the advisers in their dealings with clients and managing our administration and back-office procedures. Claire is the first point of call if you have a question or wish to contact your adviser. Claire has worked for over 17 years in the financial services industry in various administration/executive support roles. She is also a qualified IT Trainer and IT support technician.

Max Zeng

Max Zeng

Paraplanner
B Com, DFP, ADFP, Cert SMSF

Max joined RI Brookvale in May 2014 as a Paraplanner. Max provides the financial advisors with support at creating, implementing and continually reviewing financial plans for clients. Max is a big believer of holistic advice and he works closely with the advisors assessing clients’ circumstances, goals, needs and objectives to give them the best financial solutions.

Max brings to the team a strong understanding and knowledge of emerging markets and managed funds. He has also had exposure to a wide range of complex strategies such as SMSF, estate planning and trust structure. Max holds a Bachelor of Commerce in Accounting, a Diploma in Financial Planning, an Advanced Diploma in Financial Planning and an SMSF certification. He is now working towards his CFP® Certification.

*Sean and Tim are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125  AFSL 238429