Our story

Favero Financial Services ultimately commenced in 1984 when a popular greengrocer had a mid-life career change and became a Life Insurance agent.

 

Known at the start as Brian Favero Insurance Agency, its humbled beginnings were based on the credo of ‘make smart advice simple’, and despite layers upon layers of complexity around investment markets, superannuation & taxation, and consumer legislation being heaped on practitioners in the financial services industry in the last two decades, we like to believe that this philosophy has been maintained over 30 years now.

 

 

 

 

 

 

 

 

 

 

 

Brian’s son David joined the Practice in 2002. A successful small business adviser and trainer in his own right, David entered the industry at a critical juncture of legislative reform during a time when Brian was also pondering his succession.

 

Ongoing health issues for Brian saw him hand the reins to David in 2005. Brian was involved in the business until well into his 70’s until his death in 2016.

 

According to David, “Dad never really retired – he just spent less and less time at the office. While we’ve certainly taken the practice to the next level, I’m extremely proud to continue the legacy that Dad started a long time ago”.