Brian Rafton
Financial Adviser
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About
Brian Rafton is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Brian holds a Diploma of Financial Services (Financial Planning) from AMP Financial Services (2003) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education (2008). His qualifications also include specialist knowledge in Self-Managed Superannuation Funds and Ethics and Professionalism in Financial Advice. Brian is authorized to provide advice on a broad range of financial products, ensuring clients receive well-rounded solutions. This includes superannuation advice, insurance, wealth management, and retirement planning. Brian can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Brian is committed to providing clear, actionable, and personalized advice. Contact Brian today to discuss your financial future and discover how he can help you achieve your objectives.
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Frequently Asked Questions
What financial planning services does Brian Rafton offer?
Brian Rafton provides a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice. He tailors his advice to meet your individual needs and financial goals.
What are Brian Rafton's qualifications?
Brian holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has specialist knowledge in Self-Managed Superannuation Funds and Ethics and Professionalism in Financial Advice. This ensures he is well-equipped to provide you with expert financial advice.
How does Brian Rafton approach financial planning?
Brian believes in a client-focused approach. He takes the time to understand your unique circumstances, goals, and risk tolerance to develop a personalized financial plan that helps you achieve your objectives.
What should I expect during my initial consultation with Brian?
During your initial consultation, Brian will discuss your current financial situation, your short-term and long-term goals, and your risk tolerance. This allows him to gain a clear understanding of your needs and how he can best assist you. There is no obligation to proceed after the initial consultation.
Can Brian help me with my superannuation?
Yes, Brian specialises in superannuation advice and can provide guidance on a range of superannuation related matters, including contributions, investment options, and retirement planning.
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