I joined our firm in 2002 and am based between Sydney and Parramatta. I specialise in providing high quality investment and retirement planning advice for executives and professionals, including self funded retirees and business owners.
I enjoy being an adviser at the forefront of our industry and am passionate about providing my clients with unbiased financial advice, so they can be confident that my advice is in their best interests first. I am a personal CFO for many of my clients, co-ordinating their financial needs and plugging them into other professionals from my tried & tested network, to ultimately deliver on my clients' goals and have them achieve their own financial success.
I hold a Bachelor of Commerce from the University of Wollongong, I am a Certified Financial Planner (CFP) through the FPA, an SMSF Specialist Adviser through SMSF Association, I hold a Graduate Diploma in Financial Planning from Finsia and am a senior member of various industry associations including Finsia, FPA and SMSF Association. I am also a Justice of the Peace.
Between spending time with my wife and two young children, I am a keen golfer, mountain biker and chocolate connoisseur.
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“Brendan is an excellent adviser, he listens to our needs and recommends strategies for us that have stood the test of time. We have had a great long-term relationship with him and over that time we have always felt that his advice is delivered with our best interests at the front of his mind.
“Brendan's experience, expertise and knowledge of financial matters plus all the complications of the tax and government rules and regulations, means that I feel safe and secure with his help and guidance for my financial management, giving me confidence as I move into my older years.
I believe he is looking after my financial interests in the best possible way. I love the fact that he loves all this finance stuff…which I just don’t! I appreciate the face to face meetings, the phone calls and the emails that he takes the time to set up in a consistent manner. I really appreciate Brendan and the help he has been to me and I would recommend him to anyone seeking financial planning assistance.
“ You don’t really start to think about retirement until your age starts creeping up, then you have to face reality and do something; I meet with Brendan after my brother and sister highly recommended him.
Brendan took the time to explain everything. I could feel the sincerity in his voice. It is the best thing I did to engage Brendan. I now feel that I can retire when I reach 65 and start enjoying life.
Brendan keeps me posted as to how things are moving along. I do not hesitate to get in touch with him should I have any questions. I will not hesitate to recommend Brendan to any of my friends who are looking for a financial planner.