Brendan Stone

Finnest Financial Pty Ltd

Platinum
24 Yrs Experience
Spring Hill, QLD 4000
I'm a passionate believer that the right financial advice, tailored to the needs of the individual client, can make a real and positive difference to almost anybody's financial position. I have a particular affinity with those who are seeking supported solutions to grow and protect wealth. I specialise in devising and supporting financial strategies pertaining to wealth creation, wealth protection, pre-retirement and post retirement. I have overĀ 25 years' experience in the finance and banking sector, including 19 as a licensed financial adviser. I held senior roles in prominent Queensland financial planning institutions before forming my own practice, FinNest Financial, in 2013. I am a Certified Financial Planner and hold a Bachelor of Business from QUT.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 64
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Finnest Financial Pty Ltd

Level 3, 67 Astor Terrace
Spring Hill, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.95
64 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 64

Sort by

5.00

"Brendan has been fantastic in driving outcomes to make sure we are financially fit for retirement. He has a great team working with him who are equally fantastic. He is very approachable and explains things clearly, so we leave our meetings feeling confident and empowered about what the future holds for us. Would highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has given me advice in areas including self-managed super funds and retirement advice. Brendan has explained things to me in a clear way. I feel very confident that the advice given by Brendan was right for my needs."

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

"Brendan provides through and meaningful advice which is relevant to his customers risk comfort level and current circumstances. Brendan is a trusted advisor to my family . I regularly refer friends and family to Brendan as I know he will give them honest service which fits their needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We could not be any more happier. Both professional and personable, thanks to Brendan and his expertise, we now have a plan for the future."

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

"From the couple of visits to date we have found Brendan to be very understanding of our requirements and put effective strategies in place to achieve our goals. We look forward to seeing the benefits of our plan Brendan has set up grow in the coming years."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has consistently provided clear, well researched personalised advice which has borne excellent results. He is clearly familiar with a broad range of products and will adjust our portfolio as required to get the best result."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known Brendan for many years. We have found him warm and interested in our family and our circumstances, and he has offered honest and reliable advice, which we have been happy to take. We have not hesitated to recommend his services to our extended family and our friends."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When my husband and I began seeing Brendan we knew right from the outset that we were with an advisor who would support our dream of becoming self funded retirees. Recently my husband passed away and I am thankful that I have such a knowledgeable, proficient and supportive advisor by my side. Because of Brendan's excellent advice and guidance I know that I will never need to be concerned about money matters and I thank Brendan wholeheartedly for this."

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

"Brendan is very personable and approachable, so I always feel comfortable dealing with him. , Brendan is knowledgeable on his subject and explains things in a clear and concise manner. He has good attention to detail and executes instructions promptly and efficiently. He is also building a capable team of assistants around him"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the 10 years we have been entrusting the management of our hard-earned money with Brendan, he has always clearly articulated each stage of our wealth creation and set clear goals for us to reach. By doing this, we felt confident that following his plan was guiding us in the right direction. As we get closer to retirement, we are feeling extremely fortunate that we followed his advice as our retirement looks far more comfortable then we ever imagined possible."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 64

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

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

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1997

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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