Brendan Cairns

Ejm Financial Services Pty Ltd

Platinum
15 Yrs Experience
Wangaratta, VIC 3677
I have been providing financial advice for 12 years and believe that everyone gets out of bed for a reason; everyone has dreams and goals they wish to achieve. I have spent my entire working life developing strategies to help people achieve these lifelong goals. Our Happiness book is a testament to the work we have done over the years and I urge you to review the true stories that unfold. www.ejm.com.au/testimonials

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 27
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Ejm Financial Services Pty Ltd

7 Ely St
Wangaratta, VIC 3677

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.80
27 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"Brendan has always given advice in an easy to understand way. Brendan gives us his full attention and through Brendan's knowledge and experience we are well on the way to a comfortable retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"BRENDAN has addressed any issue's we have had in a very professional way we are most grateful for his assistance and hope to be able to continue our relationship"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brenden has given me advice on self funded retirement pension Brenden has always explained all aspects of options and best investments for myself I feel very confident in all advice given"

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

"Brendan is a pleasure to deal with and is always polite, friendly and patient. Brendan instils a high level of confidence with his ability to listen attentively and then explain any information in a clear and concise manner. Brendan reviews each point ensuring total understanding prior to moving on to the next item. Should any clarification be necessary, Brendan can be relied upon to follow up at the date and time stated. Continuing to retain Brendan as my financial advisor is testament to the high regard he is held."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brendan is very easy to talk to and is always trying to get us going in the right direction to a happy retirement and making sure our money is invested in the right places to get us there. He has provided us with setting up superfunds and making sure we have something in the end"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"x"

  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"This was a follow up meeting related to my self funded pension in order to ensure that income drawn was commensuate with needs and to maximise longevity of the fund over statistical life duration. I was fully satisfied with the advice and reasoning provided by Brendan and the advice provided by him to me. I was also completely satisfied with the changes made to my fund iaw the SOA. He answered all questions that I had on the SOA to my complete satisfaction. I was confident in his knowledge and the veracity of his advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Brendan is always very helpful in explaining the facts and figures regarding our Superannuation and the management of our money. He is knowledgeable and experienced but will always listen to our comments and queries. We hope to enjoy a good long term relationship with him with regards to the above."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendans advice and guidance for our debt consolidation and retirememt planning has been invaluable and he is always available when needed."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has given me advice in areas including loan products, self managed super funds and managing debt. Brendan was usually able to explain things to me in a clear way. Through Brendan's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brendan's full care and attention when I needed it."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
AFP
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