The expertise to put your mind at ease
You get the best of both worlds at RI Brookvale. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, 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.
We know financial advice is as much about lifestyle and relationships, as money - that's why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
Since we opened in 2006 RI Brookvale has become one of Sydney’s leading providers of financial advice.
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Sean Southwell*
Authorised Representative Number: 272637
CFP®, Dip FP
Proprietor and Financial Adviser of RI Advice Brookvale
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.
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Tim Brady*
Authorised Representative Number: 264172
CFP®, F Fin, B Econ
Proprietor and Financial Adviser of RI Advice Brookvale
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 invstment 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 offie. 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. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and is a Fellow of the Financial Services Institute of Australasia (finsia). Both these accreditations require ongoing educational and professional development to ensure that the practitioner is up to date with the latest industry information and able to service client needs professionally.
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Belinda Riordan
B Com Dip FP
Office Manager
Belinda joined RI Brookvale in March 2006 and as Office Manager, is responsible for supporting the two advisers in their dealings with clients and managing our administration and back-office procedures.
Belinda is the first point of call if you wish to contact your adviser. She has a Bachelor of Commerce and Diploma of Financial Services (Planning). |
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Daen Xu
B Bus
Administration
Daen has been with RI Brookvale since September 2007 and is responsible for executing most back office and administration tasks.
Daen has a Bachelor of Accounting, an Advance Diploma of Business Studies and is now also studying the Diploma of Financial Services (Financial Planning).. |
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*Sean and Tim are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429 |
Contact
Suite 19, 42-46 Wattle Road
PO Box 1231
BROOKVALE NSW 2100
Phone: 02 9938 3833
Fax: 02 9939 5104
Click here to contact us or make an appointment at either of our Brookvale or CBD offices.
Links
News
Investment Update
View an update on the economy
Monthly Technical Update
View the latest edition
inTouch magazine
View the latest edition of our quarterly magazine, inTouch
Advice saves money
View a recent article from the Sydney Morning Herald Money section
Rewriting the Retirement Rules
View a recent article from the Sydney Morning Herald Money section
Professionals
If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser. Please contact us
Self Managed Super gets serious
View more
Keeping You In Touch (KYIT) Client Functions
KYIT presentations are held twice each year for our clients and their friends generally in May (Post Budget) and November (pre-Christmas).
Your adviser and special guest speakers will discuss topical financial and lifestyle subjects of interest. Our client referral prize is also drawn.
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