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All her friends said she was crazy.
She gave up a high-paying corporate job in Sydney’s CBD and relocated to Canberra to work in a tiny financial planning business. A business that was just about to get rid of all its clients to start all over again. In an unproven business model. On the back of the GFC.
Her friends were right.
Six months later, she was hooked. Being a genuinely independent financial adviser just made sense. She sold her Pyrmont apartment and put in every penny to co-found a brand new business, Brocktons Independent Advisory.
Two years later, she and her business partner set up the Independent Financial Advisers’ Association of Australia, a public company that would soon become the most strident voice in the country for independent financial advice. Setting the bar, the association established and trademarked the first standard in independent advice: the Gold Standard of IndependenceTM.
Susannah is a strong advocate for the independent model and, as a new entrant to the industry, feels that professionalism requires independence.
“What a waste of an education,” said Daniel’s mother in 1991 when, after completing his Honours Degree in Linguistics at the ANU, he went off to sell life insurance for National Mutual. “Be paid what you’re worth” was the one-liner ‘nail in his coffin’. In 1995, he became a financial planner, in 1999 a CFP and, in 2000, he obtained his own AFSL, Brammall Financial. The firm quickly grew to 15 staff, including six planners.
Over time, though, the firm’s close relationship to product providers and reliance on commissions had Daniel feeling more like a salesperson masquerading as an adviser. In 2007, he closed Brammall Financial to join an independent AFSL.
In 2009, he co-founded the Independent Financial Advisers’ Association of Australia.
Now, in 2015, as the co-owner of a new, conflict-free AFSL, his mission is to grow a community of supportive, like-minded advisers who want to be genuinely independent and in control of their own business but without the risk and distraction of having to run an AFSL themselves.