Brendan is a Certified Financial Planner (CFP), and is passionate about helping Australians in later life get organised, understand the system and make the most of their nest egg.
Prior to setting up Later Life Advice 5 years ago, Brendan worked for 20 years at Macquarie Bank.
Later Life Advice offers an independent, bias free, low overhead business that is focussed on doing one thing - helping Australians in later life get organised, and to make the most of their savings.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 1999
- Years of experience 25
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Later Life Advice
57 Lewis StBalgowlah Heights, NSW 2093
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Later Life Advice
AFSL 499173