Bryan is a Compliance Officer with over 20 years’ experience in Financial Services. His diverse experience encompasses roles as a Financial Planner and in Internal Dispute Resolution, offering a comprehensive understanding of industry dynamics.
“I enjoy working with clients to help them understand complex matters. Leveraging my extensive experience as a Financial Planner, I ensure businesses and advisers meet their compliance requirements.”
Prior to joining Source, Bryan worked for Commonwealth Superannuation Corporation as an Internal Dispute Resolution Case Manager. Notably, Bryan also successfully owned and operated his own Financial Planning practice for 11 years.
Expertise
Bryan has experience advising on all aspects of Compliance with a particular focus on Financial Adviser Compliance.
Qualifications
- Bachelor of Arts – The Australian National University
- Bachelor of Economics – The Australian National University
Get to know Bryan
Bryan enjoys spending time with his family and is currently completing cooking classes to improve his dessert making and BBQ’ing skills.
