Investment Committee

prac-area-real-estate-big

Investment Committees

Brian consults to a number of Investment Committee across Australia. He provides support for small and medium size financial planning practices. An Investment Policy is created with the help of Brian and the financial planners of each practice implement that investment strategy. Its then Brian’s job to track the investment performance against the benchmark that the committee set. Should you like more information about Brian’s participation or if you think he could benefit your practice, please let us know.

Merlea Investments

Comprehensive Financial Planning Advice