Brendan aims to build lasting, meaningful relationships based on trust, integrity and superior client service. He is committed to working with individuals and families who are seeking long term financial security and a comfortable retirement. Brendan specialises in providing advice aimed at simplifying the complexities of financial management and investment markets. He also has a keen interest in assisting his clients with Estate Planning, Philanthropic Giving and Aged Care advice.
Brendan served seven years in the Royal Australian Navy, several years working in the building and construction industry before completing his Bachelor of Business degree in 1996. Brendan has broad finance experience having worked as a Certified Practicing Accountant (CPA) for over 20 years in public practice (taxation) and various commercial accounting roles before joining the Financial Services Industry in 2002.
Brendan moved from Brisbane and established his financial planning practice on the Sunshine Coast Branch in 2008.
Brendan holds a bachelor’s degree in accountancy, a Diploma of Financial Services; a Public Practice Certificate with CPA Australia and is a Fellow Member of CPA Australia.
We charge using a Fee for Service model. Commissions on investments, cash and insurance products are rebated back to the client. Flat dollar fees charged are based on the level of service or work provided.
Brendan has been our financial adviser for the past 14 years. He originally provided advice on creating a financial plan for our future and this later became a plan for early retirement; a goal we have recently achieved. Brendan is knowledgeable and approachable, making himself available to answer any questions and encouraging input when making decisions regarding our portfolio.
From the outset, Peak Advise has always strived to gain the best in regard to my targeted outcomes, in an ever changing environment this hasn't always been easy, adjustments have been implemented as needed with only minor input from myself. Currently working toward a retirement plan more input from myself was sought, many questions answered, and options put forward for my consideration, would not hesitate to recommend Peak Advise, the same adviser has taken care of my portfolio for the last 15 years, so he is well aware of my needs, and the numbers don't lie either.
Trust was the most important factor when searching for a financial planner. We had to be convinced that our future advice would be informative, accurate and always available. During our first meeting with Brendan O'Reilly we immediately felt comfortable and at ease. We continue to respect and rely on Brendan's professional and friendly advice. The result is peace of mind along with financial growth and stability.
Brendan has given me advice in areas as we prepare for retirement. Brendan was usually able to explain things to me in a clear way, though it is difficult given the complex area full of government regulations and disclosure. Through Brendan's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Brendan's full care and attention when I needed it. I would highly recommend him.
Brendan has always been available to take questions and respond incredibly effectively with a raft of explanations and assistance for us in respect to our entire financial situation and future plans. Our frequent discussions for goal setting and planning have been excellent ways for us to view our road ahead and plan, budget and respond to new situations that help us remain focused on an effective and confident future - especially as we look evermore closely at retirement. I would only hope every person had someone as knowledgeable and honest in the financial minefield to speak to, in order to assist them in attaining their financial and well-being goals
- Adviser status Platinum
- Number of reviews 96
- First year providing advice 2003
- Years of experience 19
- Bachelor of Business (Accounting)
Peak Advice7 Foote Ave
Buderim, QLD 4556
- 9:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd