Brian has worked exclusively in the wealth management industry since 2010. After joining Evans and Partners as Executive Director and Senior Investment Adviser in 2021, he now holds a key leadership role in the Sydney wealth management team.

As a highly-valued mentor to his team, Brian’s enthusiasm and training expertise complements his wealth management background and deep investment knowledge across all asset classes.

Renowned for his diligence, honesty and highly-personable approach, Brian advises a network of high-net-worth individuals, including affluent mums and dads, families and young professionals.

Working closely with clients is a passion for Brian and a critical reason for entering the industry. He believes partnering with clients and establishing long-term relationships is vital to providing the most personalised advice on managing wealth. He cites the people he’s met, the ‘extended family’ formed and seeing tangible positive results as some of the most rewarding aspects of his career.

Brian holds a Bachelor of Commerce (Finance & Marketing) from UNSW and a Graduate Diploma in Financial Planning from Kaplan University.

 

“Trust, transparency and a solid two-way relationship are vital for a successful client partnership. Developing rapport and gaining a deep understanding of my clients’ objectives enables me to create the most personalised wealth management solutions for them.”

Expertise
  • Advisers
  • Sustainable Investing
  • High-Net-Worth Investing
  • Personal Investment Advice