I know I'm not a big fish but I can definitely see your point of difference, you guys add lots of little bits of extra value service. I haven't...

Wayne and Tania Longworth

 

Brian Davis—Financial Planner Ballina Office.

Brian became a welcome addition to the Josman Financial Group in November 2007 and now heads up our successful Ballina Office. Brian has joined the team after developing his skills and knowledge with 8 years in one of the top 4 banks in the Northern Rivers Region. Brian draws upon his days as a civil engineer to develop strategic financial plans that ultimately help people achieve their financial goals. Brian is actively working to expand the client base in northern NSW and together with Paul, Rach and Kory make up a formidable force in financial planning for the area.


Brian lives in Byron Bay with his wife Karen and his brand new daughter - Eva, and spends his free time surfing, as Team Manager for the Bangalow Rugby Club and as a committee member for the Richard Allen Foundation..


Call Brian and team for your review of all your financial needs.


Ph: 02 6686 7600

2010 Federal Budget Summary

2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced...

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Investing with Confidence in 2010

Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some...

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The Markets - 12 months on

The Markets - 12 months on

The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was...

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Retiring on investment interest: can it be done?

Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor...

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Tracey Roberts

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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