Sean has worked in financial services for over 22 years. The bulk of that time has been with the RI Advice Group (formerly RetireInvest) looking after clients on Sydney’s northern beaches and beyond..

Originally with a background in Engineering Surveying, Sean decided on a career change and, in the year 2000, took on a role at one of the original RetireInvest offices, in Mosman, Sydney.

In early 2006, Sean set up a new RI Advice practice of his own based in Brookvale. In 2021, the practice moved to new premises and is now based in nearby Dee Why.

Over these past 16 years or more, Sean and the team of dedicated support staff at RI Brookvale have built 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.

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.