Our Team

Brendon has over 25 years experience as a practicing Financial Planner, with roles spanning self-employment and employment in both boutique and large institutional firms. His expertise covers all areas of investments, superannuation, and insurance, serving a diverse clientele that includes wealth creators, pre- and post-retirees, Centrelink recipients, senior executives, the self-employed, and high-net-worth individuals.

With a strong technical and advisory background, Brendon enjoys developing strategic, structured solutions tailored to meet his clients’ individual or intergenerational requirements. He has a keen interest in portfolio construction, ongoing portfolio maintenance, and staying ahead of legislative changes.

Brendon's goal is to remain a committed, ethical, and thoughtful professional. To see the benefits that helping people over many years can bring to their lives, including clarity of purpose, a sense of achievement, security, and peace of mind, while providing the flexibility to deal with life’s many challenges as they arise.

Brendon enjoys supporting his daughter through her final years of high school and teaching her to drive. He has a keen interest in current affairs, investing, and reading historical and biographical texts. A fan of tennis and outdoor walks, he also hopes to one day play golf more regularly - finding a balance between being a hacker and an air-swinger.