Brendan Burrows

Psk Financial Services

Gold
18 Yrs Experience
Parramatta, NSW 2150
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 2
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Psk Financial Services

Level 4, 3 Horwood Place
Parramatta, NSW 2150

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Friday
  • 9:00pm – 5:00pm Tuesday

Licensed by

Charter Financial Planning

AFSL 234665

4.85
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.40
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Thanks to Brendan I now have a clear plan and approach to meeting my retirement goals."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Senior Associate

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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