Briellen Fenoglio
Finance Manager
Dedicated to understanding your needs, objectives and concerns while guiding you through every phase of life with tailored strategies to achieve desirable outcomes.
Briellen has extensive experience providing taxation, accounting, business advisory, investment and retirement strategies, and self-managed superannuation fund services to business and individuals. Briellen has assisted clients in various industries including wealth and investments, building and construction, property development, medical, legal and primary production. Additionally, Briellen has experience working with indigenous communities assisting in providing governance and financial management services.
Investment Style
Briellen provides holistic financial planning whilst intergrating taxation strategies, assisting clients to achieve both shorth and long term financial goals through tailored solutions
Services and Specialties
Retirement and Estate Planning
Self-Managed Super Funds
Wealth Management
Financial Planning
Portfolio Administration
Superannuation Advice
Investment Advice
Fixed Interest and Cash Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Business (Accounting & Financial Management)
Graduate Diploma of Chartered Accounting
SMSF Specialist Advisor™ (SSA) Accreditation
Associations
SMSF Association
Chartered Accountants Australia & New Zealand
Competencies
Superannuation
Financial Planning
Generic
Managed Investments
Securities
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
