HORIZON WEALTH MANAGEMENT - Key Persons
Brian May - Managing Director
Job Titles:
- Managing Director
- Financial Planning and Wealth Management Specialist
Brian May is a financial planning and wealth management specialist, with over 25 years' experience in financial services and international merchant and investment banking.
Brian provides financial advisory and wealth management solutions to his clients in the areas of investments, superannuation, wealth protection, retirement and estate planning. His clients include a wide range of ASX-listed Corporations, Small to Medium Size Businesses, Professionals, Executives and Retirees.
He is an expert in guiding and advising clients on their strategic personal finances and investments.
Brian's expertise and professional client service ethic and focus enables him to provide clear practical financial advice and tax-effective wealth management solutions to help his clients achieve the long term wealth they need to fulfil their goals and aspirations.
Brian also designs and manages innovative corporate employee benefits programs and work-place solutions for Horizon Wealth Management's domestic and international corporate clients.
Brian is a CFP, a member of Chartered Accountants Australia and New Zealand and the Financial Advice Association Australia.
James completed his degree in 2021 and joined Horizon Wealth Management in November 2021.
James has an excellent and highly relevant academic background for the role. He is enthusiastic, achievement-oriented, and dedicated to delivering the highest level of client service and support.
James is passionate about financial planning and has a keen interest in financial markets and insurance.
He has a Bachelor of Commerce in Finance and Financial Planning and is committed to the profession with a desire to become an adviser in the years to come.
Job Titles:
- Independent Investment Committee Member
- Principal of Principia Investment Consultants
Steve is the Principal of Principia Investment Consultants and an independent member of the Horizon Wealth Investment Committee.
Job Titles:
- Corporate and Client Services Manager
Tali Eliastam Corporate and Client Services Manager Tali Eliastam has over 10 years experience in the Financial and Accounting services industry, specifically in Self Managed Super Funds.