About us
BSR Financial Advisers Pty Ltd was established in March 2009, bringing together the partners, Brogan & Scaltrito and Phillip Reid & Associates Pty Ltd. Our company provides a range of wealth advice and assistance to help people grow, manage and protect their wealth. We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances. We also work very closely with Brogan & Scaltrito Chartered Accountants giving you access to a more holistic service. Note: The directors of the accounting firm, Brogan & Scaltrito Chartered Accountants own 50% of the financial planning entity BSR Financial Advisers Pty Ltd. The remaining 50% equity stake is owned by our adviser, Phillip Reid. Clients may also access accounting services via Brogan & Scaltrito Chartered Accountants.
Through our highly qualified team of professionals, we can help you take control of your finances and your future.
About Genesys Wealth Advisers
Genesys has a network of around 350 wealth advisers in 130 practices across Australia, providing financial services to around 100,000 Australians, advising on more than $8 billion of investments and $80 million in annual individual risk insurance premiums (as at 31 March 2009). Genesys has the experience, the knowledge and resources to manage your wealth.
Your wealth adviser has access to the strength and resources of Genesys’ high quality investment and economic research, risk insurance and financial strategists along with powerful software tools to help establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.