Brendan joined our firm in 2002 and is based between Sydney and Parramatta. Brendan specialises in providing high quality investment and retirement planning advice for executives and professionals, including self funded retirees and business owners. Brendan enjoys being an adviser at the forefront of our industry and is passionate about providing his clients with unbiased financial advice, so they can be confident that Brendan's advice is in their best interests first. Brendan is a personal CFO for many of his clients, co-ordinating their financial needs and plugging them into other professionals from his tried & tested network, to ultimately deliver on his clients' goals and have them achieve their own financial success. Brendan holds a Bachelor of Commerce from the University of Wollongong, he is a Certified Financial Planner (CFP) through the FPA, an SMSF Specialist Adviser through SPAA, he holds a Graduate Diploma in Financial Planning from Finsia (ex SIA) and is a senior member of various industry associations including Finsia, FPA and SPAA. Brendan is also a Justice of the Peace. Between spending time with his wife and two young children, Brendan is a keen golfer, runner, mountain biker and chocolate connoisseur.
Thanks to Brendan I now have a clear plan and approach to meeting my retirement goals.
Brendan is an excellent adviser, he listens to our needs and recommends strategies for us that have stood the test of time. We have had a great long term relationship with him and over that time we have always felt that his advice is delivered with our best interests at the front of his mind.
- Adviser status Platinum
- Number of reviews 2
- First year providing advice 2004
- Years of experience 19
- Graduate Diploma of Financial Planning
PSK Private WealthLevel 12, 25 Martin Pl
Sydney, NSW 2000
- 9:00am – 5:00pm Monday, Wednesday – Friday
- 9:00pm – 5:00pm Tuesday
Psk Advisory Services Pty Ltd