Financial Advisers
Brian May
Bachelor of Commerce (Honours), Graduate Diploma in Financial Planning
Chartered Accountant & Financial Planning Specialist
Managing Director
Representative Number 283917
Brian May is a financial planning and wealth management specialist, with over 15 years’ experience in financial services and international merchant and investment banking.
Brian provides financial advisory and wealth management solutions to his clients in the areas of investments, superannuation, wealth protection, retirement and estate planning. His clients include a wide range of ASX-listed Corporations, Small to Medium Size Businesses, Professionals, Executives and Retirees.
He is an expert in guiding and advising clients on their strategic personal finances and investments.
Brian’s expertise and professional client service ethic and focus enables him to provide clear practical financial advice and tax-effective wealth management solutions to help his clients achieve the long term wealth they need to fulfil their goals and aspirations.
Brian also designs and manages innovative corporate employee benefits programs and work-place solutions for Horizon Wealth Management’s domestic and international corporate clients.
Brian is a member of the Institute of Chartered Accountants in Australia, Financial Planning Association of Australia and a Fellow of the Financial Services Institute of Australasia.
Brian May
brianm@horizonwealth.com.au
Kevin Bettman
Bachelor of Commerce, Graduate Diploma in Applied Finance and Investment
Diploma in Financial Services (Financial Planning)
Financial Planner
Representative Number 316059
Kevin Bettman is a financial planning and wealth management specialist, with over 10 years experience in financial services including both commercial and investment banking.
Kevin provides financial advisory and wealth management solutions to his clients in the areas of investments, superannuation, wealth protection, retirement and estate planning.
He is highly articulate and results-oriented. Kevin’s sound business focus has laid the foundation for his outstanding client service ethic.
Kevin has a desire to make a difference to his clients’ lives. He appreciates that a real need exists for strategic financial advice taking into account his clients’ wealth creation, wealth preservation, risk management and estate planning requirements.
Kevin also designs and manages tailored employee benefits programs and work-place solutions for Horizon Wealth Management’s corporate clients.
Kevin Bettman
kevinb@horizonwealth.com.au