Financial Adviser
· BONDI JUNCTION, NSW
Brian May
No disciplinary history on record with ASIC
BONDI JUNCTION,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000891
About Brian May
Brian May is a financial adviser based in Bondi Junction, New South Wales, with 22 years of experience in the financial services industry since 2004. Brian is currently authorised under Horizon Wealth Management. Brian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brian's qualifications include a Graduate Diploma of Financial Planning (Historical SIA/FINSIA) from Kaplan Higher Education Pty Limited. Brian is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited