Brian May

Horizon Wealth Management Pty Ltd

Gold
18 Yrs Experience
Sydney, NSW 2000
Horizon Wealth is a boutique private client advisory firm delivering a unique approach to wealth management. We create value for you through the three cornerstones of our advice which is Clarity, Insight and Collaboration. We see you as a person--not a ‘portfolio, bank account or source of revenue’. Wealth Management is not what we do, but how we are able to provide the value that we deliver. This approach makes us unique among financial advisers and wealth management firms in Australia. We will acquire clients only where we can genuinely add value. Our commercial premise is to derive a return through a mutually beneficial partnership, placing your interests consistently ahead of our own. Our client base comprises high income and high net worth individuals comprising business owners and entrepreneurs, executives, professionals, and retirees who seek a principal advisory relationship with experts.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Horizon Wealth Management Pty Ltd

Suite 2006, Level 20, 44 Market Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Horizon Wealth Management Pty Ltd

AFSL 353387

4.85
3 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brian has a very high level of integrity and can be trusted and relied on to provide sound long term advice and startegies that are in his clien's best interests"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Brian to be very professional in all my dealings with him &highly recommend his sevices."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of KwaZulu-Natal (UKZN) (prev University of Natal)
Completed
1982

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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