Brendan has been a financial adviser since 2004, and specialises in providing investment and retirement planning advice for executives and professionals, including self-funded retirees and business owners.
He is passionate about providing unbiased financial advice, so clients can be confident their interests come first. Acting as a personal CFO for many of his clients, he can co-ordinate all your financial needs and plug you into other professionlas from his tried and tested network, to provide full-service support for achieving your financial goals.
Between spending time with his wife and two young sons, he is a keen golfer and mountain biker.
Graduate Diploma in Financial Planning, Bachelor of Commerce, Ethics and Professionalism in Financial Advice, SMSF Specialist Adviser (SSA®), Justice of the Peace (JP), Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA), SMSF Association (SMSFA), Financial Services Institute of Australia (FINSIA)
Your adviser is based at our Sydney office
-web.jpg )
