Brian Woods

Nexus Wealth Management Pty Ltd

Gold
43 Yrs Experience
South Perth, WA 6151
I am an FchFP Chartered Financial Practitioner, and FPA Accredited Financial Strategist with over 30 years industry experience, and hold an Advanced Diploma in Financial Planning. Brian is also one of the few Advisers in WA to have achieved the right to display the Quality Advice Logo. I have also completed the Elite Adviser Program and assumed a role on the State Committee for Education in WA. My present focus is now as a representative of the AFA National Strategy team developed to deliver an education solution for the complete advice team, advisers and support, including the adviser as an adviser, and/or a businessman. As a successful and established business Principal, I specialise in working with directors and senior staff of Small and Medium Businesses. The aim is to help them develop and implement integrated and overarching strategies that ensure they meet their own business and personal financial goals. I have been invited to speak at several specialist SME Risk, Business Succession and Transition, and Estate Planning Seminars where I have presented advanced strategies about SME business risk management. Now residing in Perth, I'm an avid sportsman who is always trying to keep my golf handicap in single digits, and love all things fishing and diving. A proud family man and a passionate West Coast Eagles Supporter.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 28
  • First year providing advice 1979
  • Years of experience 43
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Nexus Wealth Management Pty Ltd

Suite 4, 7 Lyall Street
South Perth, WA 6151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.80
28 Reviews
5
4
3
2
1
4.80
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 28

Sort by

4.75

"Brian has been an excellent point of contact and information when starting my own business. His assistance in managing my super fund, life insurance and income protection has always been top class and he has been available to assist me whenever I have called on him."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brian has gave my husband and myself very great advice I highly recommend him"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brian Woods profile photo

Brian Woods responded on August 2021

"Thank you Lee-Ann, we appreciate your support and look forward to continuing to help you and Troy."

5.00

"When I first started working with Brian I wasn't sure what the added value was. He's a fast thinker with lots of ideas and it doesn't always come out as a clear image. However, what comes out on paper is incrediby insightful & beneficial. He's also super involved and deeply caring. He'll keep going until it's right. Saturday night or Monday morning, he's there. His business understanding and strategic insights are strong. He has also surrrounded himself with the best of the best in many areas from legal to finance to insurance. He has proven himself as a valuable asset to our business and personal lives with a strong focus on the well being of our families and business success."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brian Woods profile photo

Brian Woods responded on August 2021

"Joeri, thank you for your support and honesty. We look forward to continuing to help you, your family and your business grow and achieve great outcomes."

5.00

"Brian gave us advice on how to improve our Transition to retirement and how to manage the budget to be able to be debt free on retirement. His projections helped us understand what is need to be done and how to make this happen. We are very happy with how he assisted us and will continue to use his advice as I feel very confident that his advice has perfect for our needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Brian continues to give us great advice in areas including SMSF, personal insurances, loan products and managing debt. Brian was usually able to explain things to us in a clear way. Through Brian's knowledge and experience, we feel very confident that the advice given is right for our needs. We usually received Brian's full care and attention when we needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brian gives me advice on Superannuation. Always seeks my plans, Always confirms my understanding of what has been discussed. Never 'Brow Beats' me."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brian Woods profile photo

Brian Woods responded on December 2019

"Many thanks Brian, we are thrilled to work with clients such as yourself and value the ongoing relationship we have. Wishing you a wonderful Christmas and New Year!"

5.00

"One place stop for all your needs. Highly recommend"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brian Woods profile photo

Brian Woods responded on December 2019

"Thank you for the kind words Vishal, your support and review is very much appreciated."

5.00

"Brian and his team are very professional, helpful and friendly. I feel confident in following any advice he offers."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brian Woods profile photo

Brian Woods responded on December 2019

"Many thanks for taking the time to review us Trina, we appreciate the confidence you have shown in Nexus. As always, we are available to you any time."

4.75

"Brian has been a wonderful source of knowledge and guidance to my husband and I in our retirement. He genuinely cared and understood our needs and never hesitated to give of his time. He is always available to help with any queries and we have full confidence in his expertise and would recommend him to anyone. “"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been using Brian's expertise for the last 15 years - never a hesitation to contact him for guidance. Brian is a very personable gentlemen with great competence. Weve become friends over this time and enjoy a personal relationship as well as a business one."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2002

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2005

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Associate
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