We’re not your typical financial advisers. Because we don’t have typical clients. In fact, we don’t believe they exist.
You’re not just a client. You’re a human being — a unique individual with your own set of challenges and opportunities. Our job is to craft a financial plan that fits snugly into your own special situation.
How we get paid
Our business model is simple, straightforward, and 100% transparent. We have one source of income, and that source is you. We don’t take commissions, kickbacks, or any kind of financial incentive from the banks. Why? Because we don’t work for the banks. We work for you.
The bona fides
Over the years, our superstar team has been recognised with various awards and accreditations. These are a few of the highlights:
- Certified Financial Planner (CFP®)
- AFR Smart Investor
- Telstra Business Awards
- AMP University Challenge
- Young Leaders in Finance
Scott started Bravium in 2007. Since then, he’s built the business into one of Canberra’s top financial planning firms. During his 15 year career, Scott has been recognised four times by the AFR as a Top 50 Smart Investor.
Sam is our resident Adviser and a recognised thought leader in the financial planning industry. She was a finalist in the Young Leaders in Finance Awards 2018 (in the category of Financial Planner of the Year) and placed third nationally in the 2015 AMP University Challenge.
Donna uses her invaluable organisation and time management skills to ensure the office runs perfectly and that our client relationships are second to none. She is that rare individual who is across every process, client and solution in our business and has been a huge part of our success over many years.
Lisa is a Chartered Accountant with over 11 years’ experience in the public and private sectors. She’s our expert in time management, organisation and perfect execution. A member of the Institute of Chartered Accountants in Australia (ICAA), Lisa is a driving force behind the success of Bravium.