Brisbane Money Management work with 40-50 year olds and their families to answer their central question: How do I get control over my money so that I can enjoy life rather than it being a constant struggle? We use a 4-step process to develop an easy to understand money management map that will take you from where you are now to all the places you want to go, making your tomorrow easier than your today. Then, we work with you to keep you on track to make sure you get there.
I look forward to working with you and your family. Please watch this short video so you know who I am before we meet.
My educational qualifications and professional affiliations are:
- Diploma of Financial Planning from the Financial Planning Association of Australia and Deakin University
- Bachelor of Science (Hons) in Chemistry and Business Administration
- Associate of the Financial Planning Association of Australia
He is currently based at our Nundah office where he is responsible for preparing the first drafts of your money management maps following detailed discussion with Geoff on the appropriate strategies to be used to start you on or keep you on your financial journey. Tristan prepares detailed modelling for you so that you know the impact of your financial decisions and can see how they will help you have an easier tomorrow than you’ve had today.
Tristan is an integral part of the advice team at BMM researching many of the investment opportunities offered to our clients. Tristan completed his Bachelor of Business at QUT, graduating at the end of 2012. He completed his Diploma of Financial Planning at the end of 2014, and his Advanced Diploma in Financial Planning at the start of 2016.
In June 2015 Tristan became an authorised Financial Adviser.
Sandra is based at the Nundah Office and will be the person who most often answers the phone when you call. Sandra has more than 15 years in the financial planning industry, starting her career as an office and administration manager with CUA Financial Planning in 2000 before becoming an integral part of the BMM service team in 2009. She has been working with the Brisbane Money Management clients at the Nundah office for longer than Geoff!
Want to work with Brisbane Money Management?
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