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 was awarded Practice of The Year Award 2015 and CEO Award 2017 & 2019 whilst with Elders Financial Planning.
I charge an ongoing flat fee dependent on the portfolios structure
Brendan has provided us with advice on pre retirement superannuation strategies as well as post retirement investments. He has always been available to talk to and never hesitates to arrange a meeting If necessary. Brendan takes the time to explain why he thinks we should invest in a particular fund. His advice makes us feel confident that our investments will meet our needs into the future.
My wife and I went to Brendan to organise our affairs for eventual retirement. Brendan examined our finances and said that we could retire immediately, which my wife did. I gave my work notice. We have found Brendan to have a genuine desire to achieve the best outcomes possible for his clients and we wouldn't hesitate to recommend him.
Brendan has been our financial adviser for many years now. We decided to employ him to manage our super on retirement. He has never let us down and has become a trusted friend over the years. We have recommended him to a few of our friends and family over that time. We believe he always has our best interests and has given us the best of his knowledge during the time we have known him.
Brendan has always been able to give solid up to date and reliable information. He worked tirelessly in getting the best outcome for me in my investments and accessing my super etc. One of the best in the business and i have recommended Brendan to friends of mine.
Brendan has given me advice on retirement and super funds together with Shares and managed funds. I have known Brendan in excess of 25 years and have confidence in the advice that he provides from time to time. He is caring and attentive giving advice when required.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 1995
- Years of experience 27
- SMSF Special Advisor
- 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
Infocus Securities Australia Pty Ltd