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.