Seb Brini
B.Bus(FinPlan)(Mktg)
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Financial Adviser
I focus on understanding my clients' priorities and strive to provide comprehensive advice on investments, superannuation and retirement planning. My goal is to position them optimally for both the present and the future.
Seb is a financial adviser who has built strong relationships with business owners, working professionals, high-net-worth individuals, and self-funded retirees. Seb uses financial planning strategies and customises global multi-asset portfolios to build and protect his clients' wealth. Seb's industry experience, combined with specialised education in Australia and the United States, has enabled him to achieve optimal outcomes for his clients.
Investment Style
Seb recognises that successful long-term wealth management requires thorough research, deep understanding, patience and confident decision-making. In today's fast-paced and ever-changing investment environment, Seb believes that active portfolio management combined with holistic strategic advice is essential for helping clients achieve their financial, family and lifestyle goals.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Investment Advice
Retirement and Estate Planning
Financial Planning
Stockbroking
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Business (Marketing)
Bachelor of Business (Financial Planning)
Associations
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Competencies
Securities
Financial Planning
Managed Investments
Superannuation
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
