About Me

A Thorough, Technically Minded Adviser With Over 20 Years Of Experience In Financial Services. Brendon’s passion is working with clients to assist their journey in meeting their financial goals, using strategies that are specifically designed around their needs.He is a proud Financial Planner AFP® member of the Financial Planning Association of Australia (FPA) and has completed an Advanced Diploma of Financial Services (Financial Planning). Additionally, Brendon has a Diploma in Finance and Mortgage Broking Management and is an Accredited Member of the Finance Brokers Association of Australia. Brendon also holds recognised accreditation in Self-Managed Superannuation Fund advice.Brendon originally joined the Financial Planning industry in 1995, and has worked in a range of roles including Financial Adviser, Mortgage Broker, Paraplanner and Compliance Coordinator. Through Brendon’s broad range of experience he is able to offer a well-rounded view of the industry and uses this knowledge to provide a high level of quality advice and service to his clients.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Lead Partners Private Wealth Pty Ltd