Business background

real consulting services is privately owned and managed by experienced wealth management professionals. real has a clear business focus on making risk insurance and estate planning easier and more attractive for the corporate, business and professional market.

real consulting services holds an Australian Financial Services Licence number 274531. real provides advice in life risk insurance, superannuation, estate and succession planning to clients via a network of general insurance brokers, accountants, financial planners and lawyers.

Business focus

Our focus is purely on risk management – identifying, analysing and addressing personal and business risk in the estate and succession planning context.

We do not provide legal advice but facilitate the appropriate services through established relationships with leading law firms who operate within the Estate Planning Specialists national network - www.estateplanning.com.au

Our people

Brant Dillon

Derek Morgan

Financial Information Service

real has a specialist team of consultants in Brisbane and Sydney who are highly experienced in risk insurance and estate planning. Our consultants also have strong project management skills which allow them to work with clients and their professional advisers to get the job done.

Brant is the founder and Managing Director of real consulting and has nearly 20 years experience in the financial services industry. Brant is recognised within the industry for his expertise in this field and is a regular speaker at conferences and professional development days. Brant has completed a master’s degree in financial planning and holds the designation of Certified Financial Planner.  

Derek’s experience in the sector spans 12 years and has included positions in Business Development with a major life company, and product development of a Master Trust Superannuation Fund for a network of regional building societies. Over the past 5 years Derek has been a senior consultant with a leading financial services group specialising in risk insurance and estate planning and he now brings this experience and expertise to real.

Financial Information Service (FIS) is a corporate authorised representative of real consulting services located in Sydney. FIS operates within Contacts Centres Australia (CCA) a leading call centre who manage the databases of some of Australia’s best known organisations and charities. FIS provides call centre solutions to the financial services industry including product distribution and education and lead generation programs.