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Brian Magill

Financial Adviser

Frances Magill Financial Strategists
Adelaide, SA 5000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Brian Magill is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with personalised and strategic advice. Brian holds the FNS60404 qualification from Tribeca (2006), is a Certified Financial Planner with the Financial Planning Association of Australia (2010), and completed studies in Margin Lending and Geared Investments (2010), Self Managed Superannuation Funds (2010), and FNS40811 (2014) with Kaplan Professional Education. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Brian is committed to upholding the highest standards of professionalism and ethical conduct. Brian is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. This broad authorization allows him to create holistic financial plans tailored to each client's unique circumstances. Brian specialises in providing advice and guidance on: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need assistance with your SMSF, Brian can help you navigate the complexities of the financial landscape. Contact Brian today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth management Superannuation advice Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000411846

Verify on ASIC Register

Authorised Representative Number

000252677

Verify on MoneySmart Register

Frequently Asked Questions

What services does Brian Magill provide as a financial advisor?

Brian Magill provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. He also specialises in investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Brian Magill have?

Brian holds the FNS60404 qualification from Tribeca, is a Certified Financial Planner with the Financial Planning Association of Australia, and has completed studies in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and FNS40811 with Kaplan Professional Education.

How does Brian Magill develop a financial plan for his clients?

Brian works closely with each client to understand their financial goals, risk tolerance, and current situation. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This includes regular reviews and adjustments as needed.

What can I expect during my first consultation with Brian Magill?

During your initial consultation, Brian will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if Brian is the right financial advisor for you.

Is Brian Magill qualified to provide SMSF advice?

Yes, Brian has completed studies in Self Managed Superannuation Funds with Kaplan Professional Education and is a member of the SMSF Association, making him well-equipped to provide expert advice on SMSFs.

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.