Brendon has over 25 years’ experience as a practicing Financial Planner, with experience in self-employed and employed roles, both boutique and large institutional, and covering all areas of investments, superannuation and insurance across the full spectrum of clientele. This includes wealth creators on the move, pre and post retirees, Centrelink recipients, senior executives, the self-employed and high net worth individuals.
Brendon has a strong technical and advisory solutions background and enjoys developing strategic and structured solutions tailored to meet his clients’ individual or intergenerational requirements. He has an interest in portfolio construction and maintenance, and legislative change.
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 and sense of achievement, security and peace of mind, and the flexibility to deal with life’s many challenges as they happen.
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