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 over 30 years' experience in the finance and banking sector, including 24 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.
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.
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 64
- First year providing advice 1998
- Years of experience 24
- Bachelor of Business
Finnest Financial Pty LtdLevel 3, 67 Astor Terrace
Spring Hill, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Matrix Planning Solutions Ltd