At Halstead Financial Services, our qualified Financial Advisers are dedicated to helping clients prepare for life’s important milestones and achieve their financial goals.
Halstead Financial Services has worked extensively with individual and small business clients for over 35 years to provide financial security through strategic advice and planning.
We are focused on providing outstanding customer experiences and pride ourselves on our high levels of customer loyalty and advocacy.
Alex Braun, Principal Adviser
Diploma of Financial Services (Distribution)
Alex joined the Life Insurance business in April 1983 as an Agent of National Mutual Life. Prior to joining National Mutual, Alex was involved in a successful family retail shoe business which he and his wife Susanne ran. When Alex joined National Mutual, Susanne continued to run the business until its closure in 1995. In 1992 Alex’s status changed from being a ‘Sole Agent’ for one company to becoming a ‘Multi Agent’ whereby he had access to the major Life Insurance Companies operating in Australia. Alex looks after a diverse client base mainly specialising in the Risk Insurance and Superannuation advice area for professionals and small businesses.
Alex holds a Diploma of Financial Services and is a member of the Association of Financial Advisers and a Life and multiple times ‘Top of the Table’ and ‘Court of the Table’ Qualifying Member of the Million Dollar Round Table, a US based and internationally renowned premier association for financial professionals. Since 1992, Alex has also been a Charter Member of Albert Park Rotary Club.
Alex can also be located on the Financial Adviser Exam List, which means that he has passed the FASEA Exam (Financial Adviser Standards and Ethics Authority Exam).
David Braun, Associate Adviser
Bachelor of Health Sciences (Psychology and Exercise Science)
As well as advising, David assists clients with their ongoing claim administration in relation to Income Protection or from time to time, sadly, Death and Trauma claims.
In 2011, David completed a Bachelor of Health Sciences, majoring in Psychology and Exercise Science at Deakin University whilst also working part-time in a business support role with a long established Toorak Medical Practice. This experience has built valuable communication skills with people of a wide range of backgrounds, as well as providing a greater understanding of the needs of Business Owners and Medical Professionals. As a complement to studying the Financial Planning Diploma, David has been working in the profession with qualified Advisers and assisting clients since early 2012.
David is a member of the Association of Financial Advisers and has also had the pleasure and privilege of attending multiple Million Dollar Round Table Experience (MDRT Experience) conferences where he shared ideas with experienced Advisers from around the world who are all looking to share and expand their professional knowledge and skills.
David has been playing basketball since the age of nine, and once he was old enough, became a basketball coach. He likes the outdoors and has recently developed a passionate interest in Brazilian Jiu-Jitsu. These days David spends more time on his Jiu-Jitsu mat with his baby boy than actually doing Jiu-Jitsu.
David can also be located on the Financial Adviser Exam List, which means that he has passed the FASEA Exam (Financial Adviser Standards and Ethics Authority Exam).
Sandra Miller, Associate Adviser
Diploma of Financial Services (FP), Bachelor of Commerce, Chartered Accountant
Sandra is a full-time mum to her young family and understands the challenges of family and household. Having completed her Diploma of Financial Services and now as an Authorised Representative of Affinia, Sandra works part-time, principally involved in a risk insurance advisory role as well as day-to-day running of the business. Sandra obtained her Bachelor of Commerce degree at Monash University in 1995 and she was first employed in the Finance Department of a subsidiary of General Motors Holden. Subsequently, Sandra worked with a number of Accountancy practices and then in August 2000, Sandra became a member of the Institute of Chartered Accountants in Australia. Now known as Chartered Accountants Australia & New Zealand (CAANZ), Sandra is still a qualifying member.
During 2001-2004, Sandra also worked in London in the United Kingdom for such firms as Ernst & Young and General Insurance Companies in London such as Allianz, AVIVA and AXA. Sandra’s work in the UK was mainly in Compliance and Financial Reporting.
Prior to joining Halstead Financial Services, Sandra worked at ANZ where she was involved with International Financial Reporting Standards implementation in the bank and then management reporting for ANZ Financial Planning.
Sandra can also be located on the Financial Adviser Exam List, which means that she has passed the FASEA Exam (Financial Adviser Standards and Ethics Authority Exam).
Susanne Braun, Practice Manager
Susanne is passionate about being such a supportive part of helping people protect their greatest asset, themselves. Susanne is also a very busy grandmother.