Brendan has been in the finance industry since 1993, joining the financial planning fraternity in 2002. As a third generation Swan Hill local, he returned home after his finance career took him around Victoria and Southern NSW.
He made the commitment to join the Financial Planning Association (FPA) completing the Certified Financial Planner™ designation which demands the highest standards of its members.
Brendan chose financial planning as a career “…after seeing the impact both good and bad financial decisions had on not only client’s lives, but also their families’ future. It is a challenging environment that is constantly changing with so many facets to it. It is so much more than just finance, and clients become so much more than that. It is so rewarding to see the peace of mind achieved and positive difference you make to a client’s future…”
Outside work like many people he enjoys time with his extended family (including wife, Karen and two children, Callum and Ailysh) and friends. When time permits a good biography or spy novel as well as participating in or just relaxing in front of the TV or radio supporting almost any sport (but especially his beloved Bombers).
- Adviser status Silver
- First year providing advice 2004
- Years of experience 20
- Diploma of Financial Planning (1-8)
- Diploma of Financial Services (Financial Planning)
Golconda Group Pty Ltd218 Beveridge Street
Swan Hill, VIC 3585
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd