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.
This was my first time visiting a financial adviser so I was a little unsure. I found Brendan to be a very friendly, pleasant, gentleman with a wealth of knowledge. My appointment covered discussions on downsizing, tax, superannuation. Brendan answered my queries and provided me with peace of mind.
Brendan was entrusted to manage my Mum’s investment portfolio. Mum had the utmost faith and trust in Brendan. He attended to all her queries (there were a lot) with patience and kindness. When Mum passed away, Brendan helped my sister and I finalise the investments and assisted with the estate. Brendan truly cares about his clients and I know that Mum considered him a friend. If you are looking for an adviser that goes above and beyond, I highly recommend Brendan.
Very happy with the assistance from Brendan over the years. He makes it easy to understand and follow what's happening with our Super and to explain our options. I would have no hesitation in recommending Brendan as a Financial Adviser.
Brenden does explain clearly and I am comfortable with his advice.
For many years we have been advised by Brendan and value his expertise and financial advice. Communicating with him on a personal level, not a machine, makes it relatable and easy to follow. Brendan is thorough with his explanations and doesn't mind answering any curly questions thrown at him. We would recommend him to our friends and future clients who want an honest, trustworthy and reliable financial adviser. Brendan is prompt with his communication.
- Adviser status Platinum
- Number of reviews 104
- First year providing advice 2003
- Years of experience 20
- Bachelor of Business (Accounting)
Peak Advice7 Foote Ave
Buderim, QLD 4556
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd