Managing Director / Financial Adviser

Brendan provides South Yarra Financial Services Pty Ltd with a strategic direction and management. He provides advice to a select group of High Net worth clients for SYFS Group. He is also a Certified Financial Planner with over 30 years experience.

Client Services Manager / Finance Director

Tina provides South Yarra Financial Services Pty Ltd with financial and management reporting, payroll and IT support. She also manages and assists Client services and Paraplanners where required. She has over 20 years industry experience.

Financial Adviser

BJ provides Milburn Financial Services advice to a select group of High Net worth clients. He also provides Paraplanning services and advice support for SYFS clients. He also provides IT and Marketing support for SYFS. He has over 10 years industry experience in a variety of roles. He has a Bachelor in Digital Media / Business Marketing degree and a Diploma of Financial Planning.

Financial Adviser

Orrin provides financial advice to SYFS Group clients. Orrin helps our clients identify gaps in their financial plans, provide cashflow solutions, maximise retirement funds, minimise tax and provide peace of mind that their retirement lifestyle will mirror their current lifestyle. Orrin also provides Paraplanning services for SYFS Group and Milburn Financial Services clients. He has 5 years administration experience and over 2 years industry experience. He has a Bachelor of Business – Financial Planning degree.

Client Services Manager

Lisa provides administration and managerial support for SYFS Group and Milburn Financial Services staff and clients. She has over 15 years of experience.

Administration Assistant

She has over 5 years of customer service experience.