Brendan has been in the industry for over 15 years having worked across senior leadership roles before deciding that working with clients was where his true passion lived.
With extensive technical experience, his focus is working with clients to put a strategy in place that achieves 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.
Brendan’s areas of expertise include wealth creation, retirement planning, self-managed super funds, personal insurance and business insurance.
When Brendan is not working, he is enjoying his spare time with his young daughter Charlotte and wife Alison travelling around Victoria and feasting with family and friends, hoping that one day he gets to see another North Melbourne premiership.
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