|Name||Brian Wyborn, AFP®|
|Company||WILSONS ADVISORY AND STOCKBROKING LIMITED|
1 Eagle Street
Brisbane, QLD 4000
|Phone||(07) 3212 1948|
|Mobile||0435 150 899|
I'm a Private Wealth Adviser working with high-net-worth individuals, families, business owners and charitable/not-for-profit institutions. As a firm, we advise clients in wealth creation, investing, retirement planning and wealth protection. Working with a small number of clients allows us to be more accessible and proactive in the management of our clients’ financial affairs.
My specialty is in the establishment of strategic planning through gaining a deep understanding of our clients unique circumstances in order to design bespoke financial frameworks. This include, but not limited to; ensuring that the right investment structures, investment asset allocation, tax planning, risk management, business succession planning, superannuation, retirement and estate planning.
In addition to my private wealth advisory role, I hold a Non-Executive Director position and a current serving member of the Australian Army Reserve.