Brendan Peach

Fox Partners Financial Services

Gold
7 Yrs Experience
Mornington, VIC 3931
Brendan Peach is a Financial Adviser and Partner of BlackFox Financial Services. A personal interest in maximising his own wealth as a family man and business owner led to some further study and ultimately a career change nearly three years ago. His commercial experience allows Brendan to draw on his business nous to help others realise their financial potential, providing advice to clients around superannuation (including SMSFs), insurance, investments and retirement planning. Brendan enjoys the challenge of staying on top of industry changes and working through the options to provide considered and tailored advice for individuals. His ability to forge strong and personable relationships with clients makes him a trusted adviser and valuable member of The Hopkins Group team. Brendan holds a Bachelor of Arts/Business and Commerce and Advanced Diploma in Financial Planning and is currently enrolled in his Masters of Financial Planning.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Fox Partners Financial Services

Unit 6, 15 Kenji St
Mornington, VIC 3931

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Really enjoyed Brendan's patience and thorough explanations, particularly with my non-financial background. He was always happy to answer any further questions I had during and after our meetings and was prompt in correspondences. Definitely felt that his work reflected my best interests financially and would recommend to others!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan is very clear when meeting with us. Always keeps us posted and up to date and very informative and knowledgeable. We feel at ease with brendan and in safe hands."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan displayed exceptional communication skills and professional knowledge. Would recommend to any family or friends."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Borrowing

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brendan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brendan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brendan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brendan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brendan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brendan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brendan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brendan Peach
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens