Brendan has over 15 years of experience in the financial services industry, having worked in senior leadership roles before discovering his true passion for working directly with clients.
With extensive technical expertise, he focuses on helping clients put a strategy in place that achieve their personal goals. Whether that be living comfortably in retirement, financing regular escapes locally or abroad, or simply growing and protecting wealth, Brendan is committed to tailoring thoughtful advice that is as unique as each of his clients.
His areas of expertise include wealth creation, retirement planning, self-managed super funds, personal insurance, and business insurance.
When he is not working, he enjoys his spare time with his young daughter Charlotte and wife Alison travelling around Victoria and feasting with family and friends. He also hopes to witness another North Melbourne premiership in the future.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Melbourne office
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