I advise clients to excel in everything they do and inspire them to achieve their dreams.
I have over 30 years experience in the Financial Services Industry, holding an Advanced Diploma in Financial Planning and have received a number of business awards including Practice of The Year Award and CEO Award.
I charge an ongoing flat fee dependent on the portfolios structure
Brendan is extremely knowledgeable as a wealth adviser and has provided my wife and I the advice that is easy to understand and Benito’s us. I can not recommend Brendan enough to develop, grow and secure your futures wealth. Get on it.
Brendan was very easy to communicate with, we were definitely on the same page when it came to working out my finances and where I wanted to be in 10 years.
Brendan was a wealth of knowledge. He explained everything so well and always made sure we understood him. He has set us on the right course for our retiring years ahead, only wish we had done it earlier!! Highly recommend Brendan. Very happy clients. John and Karen Carlin
Brendan is very approachable on all levels and does his utmost best at keeping the ship upright. He works hard for his customers, and very enthusiastic with his work load.
Brendan is always available and gives us a clear and detailed advice.
- Adviser status Gold
- Number of reviews 28
- First year providing advice 1995
- Years of experience 28
- Advanced Diploma of Financial Services (Financial Planning)
Geelong Wealth Advisers Pty LtdGround 3, 23-31 Gheringhap St
Geelong, VIC 3220
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd