Our Team

Brian Pert

Managing Director

Brian Pert is the Managing Director of Pert & Associates. Brian’s career spans more than 25 years in financial services. Brian holds a Degree in Economics, completed the Diploma of Financial Planning and achieved the Certified Financial Planner (CFP) certification, a standard recognised internationally, he is also a member of the Financial Planning Association.

In 2003 Brian established Pert & Associates with the aim to be the leader in providing financial and wealth management advice. Since the establishment of Pert & Associates, Brian, in conjunction with his team have built a business that is independent and client-centric – focused on the goals of the client. Brian’s mission is to help clients use their wealth to achieve their most important life goals, such as establishing legacies for their families, contributing to their communities and pursuing their passions. He specialises in project managing the affairs of Medical specialists, Pilots and Individuals with financial complexities providing advice as your Personal CFO.

Brian is recognised as visionary, leading the way in financial services with his ideas and ideals on independent and fee-based service offerings. Brian has been a speaker at industry conferences sharing knowledge and experience on the unique service offering of Pert & Associates. His integrity and ethical business practices have led to him being held in high esteem among his peers.

As a keen Scotsman, Brian is an active member of the Saint Andrews Society of Scotland here on the Gold Coast and can be found many a weekend on the golf course, keeping up another Scottish tradition, golf of course!

James Sali

Associate Adviser

James joined Pert & Associates in September 2013 after completing his double major in Accounting and Financial Planning at Griffith University.

James commenced employment as a Client Service Officer, showing that he has the capability to progress into an Advising role, he now attends Client meetings with Brian and ensures that client strategies and recommendations are followed through to implementation.

James is currently completing his Certified Financial Planning course which will enable him to further progress his career to a full time Adviser. James has a strong attention to detail and is dedicated to exceed client’s expectations in the delivery of quality advice.

After hours James enjoys finding good coffee, socialising with friends and family, playing the guitar and going to the beach and gym in his free time.

Stephanie Mazza

Receptionist / Bookkeeper

Stephanie joined Pert & Associates in March 2014. Stephanie is your first point of contact when calling into our office. Stephanie is proficient at diary management and understands the demands that face our medical specialists when booking appointments. Stephanie utilises her previous knowledge in mutli tasking and thrives on the demands of a busy office.

Amanda Deninson

Client Service Officer

Amanda is our newest employee joining Pert & Associates in April 2015. Amanda moved to the Gold Coast in 2014 from NSW with her partner. Amanda brings with her previous experience in the Financial Services area. Amanda will support the Advisers and clients to ensure that Pert & Associates high service levels are maintained.