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Brian Gillman

Financial Adviser

Gillman and Associates Pty Ltd
Bondi Junction, NSW 2022

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About

Brian Gillman is an ASIC-registered financial adviser based in Bondi Junction, NSW. With a solid foundation built on the FNS50804 Diploma of Financial Services (Financial Planning) from Kaplan Professional Education (2008) and further enhanced by the FNS40811 Certificate IV in Finance and Mortgage Broking (2014), Brian brings a wealth of knowledge and experience to his clients. As a proud member of the Financial Advice Association of Australia (FAAA), he upholds the highest standards of professionalism and ethical conduct. Brian is authorised to provide advice on a comprehensive range of financial products, ensuring that his clients receive tailored solutions to meet their unique needs. His expertise covers superannuation advice, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you grow your retirement nest egg • Comprehensive insurance solutions to protect you and your family • Tailored retirement planning to ensure a comfortable future • Expert guidance on Investment Life Insurance and Life Risk Insurance • Advice on Retirement Savings Accounts and Government Debt Securities Ready to take control of your financial future? Contact Brian today to schedule a consultation and discover how he can help you achieve your financial goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238256

Verify on ASIC Register

Authorised Representative Number

000331668

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Brian Gillman offer?

Brian specialises in superannuation advice, insurance solutions, and retirement planning. He is also an expert in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Brian Gillman hold?

Brian holds the FNS50804 Diploma of Financial Services (Financial Planning) and the FNS40811 Certificate IV in Finance and Mortgage Broking, both from Kaplan Professional Education.

What can I expect during my first meeting with Brian?

During your initial consultation, Brian will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.

How does Brian Gillman stay up-to-date with changes in the financial industry?

As a member of the Financial Advice Association of Australia (FAAA), Brian is committed to ongoing professional development and adheres to a strict code of ethics. This ensures he provides the most current and relevant advice.

How can Brian help me with my retirement planning?

Brian can help you create a comprehensive retirement plan that takes into account your current financial situation, your desired retirement lifestyle, and your risk tolerance. He can also provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.

Get in Touch

Contact Brian directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.