A thorough, technically minded Adviser with over 18 years of experience in financial services.
Brendon’s passion is working with clients to assist their journey in meeting their financial goals, using strategies that are specifically designed around their needs.
He is a proud Financial Planner AFP® member of the Financial Planning Association of Australia (FPA) and has completed an Advanced Diploma of Financial Services (Financial Planning). Additionally, Brendon has a Certificate IV in Finance and Mortgage Broking and a recognised accreditation in Self-Managed Superannuation Fund advice.
Brendon originally joined the Financial Planning industry in 1995, and has worked in a range of roles including Financial Adviser, Paraplanner and Compliance Coordinator. Through Brendon’s broad range of experience he is able to offer a well-rounded view of the industry and uses this knowledge to provide a high level of quality advice and service to his clients.
As a doting father to his two young girls, Brendon doesn’t get a lot of spare time, however when he does it is either spent reading an interesting biography or sharing a tasty meal with his wife of 15 years.
Brendon is available for appointments at our Auchenflower office.