Brian joined Headon Financial Planning in September 2012 as the Director of Client Services. Brian’s role is to ensure effective communication between clients, prospective clients, investment platforms, insurance companies, subject matter experts and the business, reporting directly to Adrian Headon.

brian-allen

Brian has been involved in various roles in the financial planning industry since 2008
with a number of firms in Brisbane and on the
Gold Coast.

 

He completed the Diploma of Financial Services (Financial Planning) in 2011 and
has commenced the Advanced Diploma in early 2013.

 

Prior to 2008, Brian held numerous positions with some quite large and well-known
banking and financial institutions in London in the areas of banking,
International Custody and Corporate Actions.