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.

 
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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*

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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

Tim Brady*

Proprietor and Financial Adviser of RI Advice Brookvale
B Econ, F Fin, Dip FP, JP
CERTIFIED FINANCIAL PLANNER™
SMSF & ASX Listed Product accredited
Authorised Representative Number: 264172

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Tim Brady*

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Tim Brady*

Proprietor and Financial Adviser of RI Advice Brookvale
B Econ, F Fin, Dip FP, JP
CERTIFIED FINANCIAL PLANNER™
SMSF & ASX Listed Product accredited
Authorised Representative Number: 264172

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.

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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*

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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.

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Daen Xu

Office Manager
B Bus

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Daen Xu

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Daen Xu

Office Manager
B Bus

Daen has been with RI Brookvale since September 2007. He manages the execution of client-related back office and administrative tasks, as well as keeping the office itself running on a day to day basis.  

Daen has a Bachelor of Accounting, an Advance Diploma of Business Studies and is almost finished the Diploma of Financial Services (Financial Planning).

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Claire Gallagher

Client Services Manager
MCSE, Cert IT Trainer IV

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Claire Gallagher

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Claire Gallagher

Client Services Manager
MCSE, Cert IT Trainer IV

Claire joined RI Advice Brookvale in April 2011 and, as Client Services Manager, is responsible for all client related back-office and administration procedures. Claire is your first point of call if you have a general question or wish to contact your Adviser. Claire has worked for over 30 years in the financial services industry in various customer service, administration and executive support roles. She also worked for many years as an in-house IT Training Specialist for a major fund manager and is also a certified Training and IT Support Consultant.