Brian Lomas Email & Phone Number

North Sydney

Have recently relocated to Arrowstone Wealth Planning following 10 years at Genesis Financial Partners. I provide broad based strategic financial planning advice with a specialty in self managed superannuation funds. I commenced in the financial planning industry in 1982, with a specific focus on individual financial planning, including the development of strategic advice for superannuation, retirement, insurance and estate planning. Since 1986 I have worked extensively in supporting trustees of Self Managed Superannuation Funds in both the strategic planning and investment management of their funds. I hold a SMSF Specialist Adviser qualification. As a founding member of our licensee, Madison Financial Group, I have experienced many changes to the industry over the past 30 years which is invaluable in assisting clients build and protect their wealth. This experience gives me a unique perspective on client issues and needs that are forever impacted by our continually changing world. Qualifications:- Certified Financial Planner- Member of FPA- Member of SMSF Professionals Association of Australia- SMSF Specialist Adviser

General Financial Planning, Self Managed Superannuation Advice, Aged Care Advice