Our History

BHA was founded in October, 1988 by Brian Handley who, after more than 22 years working in Telecommunications for the State Electricity Commission was forced to retire due to health reasons.

Brian commenced his career in Financial Services working with Colonial Mutual out of their regional Traralgon office, but quickly realised the importance of independence and so opened his own office in Moe in 1992.

After 3 years as a sole practitioner, Brian started to recruit other advisers and support staff to the business. Today BHA has 9 staff in total with an average tenure of 8 years.

Ongoing industry reform resulted in many other Advisers leaving the industry. This provided BHA an opportunity to grow through acquisition. Today BHA has ~ 1500 active clients.

In January 2008, as part of an active succession plan, Stephen Handley joined the firm and commenced a modernisation of its systems and processes. In 2009, Stephen assumed the role of General Manager, which allowed Brian to focus his time on seeing clients.

In 2010, Stephen formally opened the Geelong branch of the business to provide full time service to a growing number of Geelong clients.

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