Brendan Whitehouse, Director of BRW Financial Group
Brendan Whitehouse is the director of BRW Financial Group and has been a Certified Financial Planner since 2009. Brendan has over 19 years’ experience working as an adviser within the industry and 10 years within his own successful practice.
Over the past two decades Brendan has built close alliances with small and large scale financial institutions to assist in building retirement strategies for his clients.
He specialises in retirement focussed advice that meet the income, capital preservation, and peace of mind of his clients.
He is considered by many to be a specialist within his field.
Brendan has always provided sound financial advice in an efficient and professional manner to my husband and I. He is a good communicator and always available. He has been looking after our superannuation account for many years with good growth.
A great all-rounder that has helped for many years while in retirement and especially now while downsizing. Always available and helpful
Brendan has managed our superannuation accounts and investments for the past 11 years. He has provided good advice and communication, our superannuation accounts have steadily grown with a conservative approach.
We are now self-funded retirees, Brendan arranged the transfer to pensioner accounts efficiently and professionally. We are very pleased with the service that Brendan and his team provide.
Brendan always drops everything to be available to our family.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2001
- Years of experience 22
- Advanced Diploma of Financial Services (Financial Planning)
AGS Financial Group Pty LtdSuite 3, Level 8, 8 West St
North Sydney, NSW 2060
- 8:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd