Adviser Profile

Brendan has worked in the financial services industry since 1985 and has worked as an Adviser Since 1995. Brendan holds an Advanced Diploma in Financial Services. He has expanded his knowledge by completing additional specialist training in the areas of Self Managed Super Fund advice, Gearing and Direct Shares.

As an Authorised Representative, Brendan works in the best interests of his clients and believes in helping them build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, risk insurance and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions that his clients can easily understand.

Financial Services Guide (Part 2)
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