Brian has over 6 years of experience within the wealth management and financial services industry. Brian graduated with a Bachelor of Commerce in Economics and Finance with Distinction at the University of New South Wales, where he gained a wealth of experience within the broking and retail financial services industries within various client facing roles at CommSec and CBA – culminating in becoming State Business Development Manager for CommSec. With a passion for client services and having gained a deep understanding of the financial services and wealth management industry, Brian works in tandem with our clients to ensure that they are extracting maximum value from our statistically robust data to allow them to make smarter business decisions.
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