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.

Tim Brady*

Authorised Representative Number: 264172

B Econ, F Fin, Dip FP, SSA, JP
CERTIFIED FINANCIAL PLANNER™
SMSF Specialist Advisor™

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 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 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 as well as the SMSF Professionals’ Association (SPAA) SMSF Specialist 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.

Daen Xu

B Bus
Administration

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

Client Services Manager

Claire joined RI Brookvale in April 2011and 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.

Heidi Hewitt

Administration Support

Heidi joined RI Brookvale in April 2012 and is responsible for back office and administration tasks as well as client liaison.

Heidi has a Certificate II in IT as well as a Cisco Certificate from North Sydney Institute of TAFE.

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