At RI Advice Brookvale, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Since we opened in 2006, RI Advice Brookvale has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
member

Sean Southwell*

Proprietor and Financial Adviser of RI Advice Brookvale
Dip FP
CERTIFIED FINANCIAL PLANNER™
SMSF and ASX Listed product Accredited
Authorised Representative Number: 272637

Sean Southwell*

member.gif

Sean Southwell*

Proprietor and Financial Adviser of RI Advice Brookvale
Dip FP
CERTIFIED FINANCIAL PLANNER™
SMSF and ASX Listed product Accredited
Authorised Representative Number: 272637

Sean has worked in financial services since 2000. The bulk of that time has been with the RI Advice Group (formerly RetireInvest).

Before starting planning, Sean owned and operated a successful Land Surveying business. In 2000, Sean decided on a career change, commenced planning studies and took a job in one of the original RetireInvest offices, in Mosman, Sydney.

In 2004, Sean accepted a contract to manage the superannuation clients of a well-established financial services group on Sydney's Northern Beaches.

In early 2006, Sean re-joined RI Advice to set up as Proprietor of a brand new RI Advice office to be based in Brookvale. Sean was joined later that year by fellow RI Adviser, Tim Brady, and since then the two have built around them a team of dedicated support staff. RI Advice Brookvale enjoys an enviable reputation for providing quality advice and service to long-standing clients.

Sean gains particular satisfaction from seeing clients living out the lifestyle to which they have aspired as a result of the strategic financial advice he has provided.

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

member

Max Zeng*

Proprietor and Financial Adviser of RI Advice Brookvale
B.Com, CFP®, Dip FP, Adv Dip FP, Cert SMSF
SMSF & ASX Listed Product accredited 
Authorised Representative Number: 1255481

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Max Zeng*

member.gif

Max Zeng*

Proprietor and Financial Adviser of RI Advice Brookvale
B.Com, CFP®, Dip FP, Adv Dip FP, Cert SMSF
SMSF & ASX Listed Product accredited 
Authorised Representative Number: 1255481

Max has worked in the financial services industry since 2011 and joined RI Advice Brookvale in 2014. Max enjoys creating, implementing and continually reviewing financial plans for clients. Max is a big believer of holistic advice and he works closely with a group of specialists in his professional network (Accountants, Stock Brokers, Fund Managers, Mortgage Brokers and Lawyers) to give his clients appropriate financial solutions based on their goals, needs and objectives.

With a major in Accounting in his Bachelor’s degree and years of experience working in a technical role, Max has had exposure to a wide range of strategies, including complex areas like SMSFs, Trust Structures, Aged Care and Estate Planning.  Max was also named the “RI Advice Group Paraplanner of the Year 2016”, a recognition of his commitment to high professional standards.

Max holds the internationally recognised Certified Financial Planner™ or CFP® qualification and he continues undertaking ongoing professional development to equip himself with the technical knowledge and latest industry information required to service his clients professionally.