About Me

As the Managing Director of South Yarra Financial Services, Brendan oversees the overall operations and performance of the company. With 30+ years experience as a financial adviser, Brendan uses his wealth of knowledge to provide expert advice to his clients. Brendan’s leadership and strategic vision have played a crucial role in ensuring South Yarra Financial Services provides high-quality services to its clients over the years. Brendan is a Certified Financial Planner and is highly respected within his field.

Areas of Focus

  • Aged care
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 35 Years
  • Licensed By
    Licensed By South Yarra Financial Services Pty Ltd
  • Advice fees
    Advice Fees From $2,750
CERTIFIED FINANCIAL PLANNER®