Located in the Darwin CBD, Brendan has provided financial advice to hundreds of professional business owners, retirees and high-net-worth individuals, on wealth creation and protection, for almost 25 years.
Brendan commenced his career as a general and life insurance agent in 1987. He was subsequently invited to join an independent, general insurance brokerage as a partner, to provide personal risk and financial planning advice. Brendan now specializes in more complex personal wealth creation and business succession strategies.
An avid sailor and Offshore Yacht Master, with a passion for offshore racing, he spends much of his spare time cruising and racing yachts locally and internationally. He is also very active as a volunteer in local sailing, particularly the Darwin Sailing Club management, as well as other sailing organisations.
Brendan is active within several charitable organizations, particularly, HPA Disability Services, as a board member.
He also enjoys scuba diving, camping, bushwalking and mountaineering and has travelled many times to pursue these pastimes.
EXPERTISE
- Private Client Wealth Creation Solutions
- Retirement Planning
- Self-managed Superannuation Funds
- Direct Equity Investments
- Personal Insurance
- Business Insurance and Business Succession Specialist
- Margin Lending and Debt Strategies
Brendan is a member of the Financial Advice Association of Australia (FAAA) and SMSF Association.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the licensing authority for the CFP marks in Australia, through an agreement with the FPSB.
Qualifications
- Diploma of Financial Planning (DipFP)
- CERTIFIED FINANCIAL PLANNER® Designation
Find out more
Located in the Darwin CBD, Brendan has provided financial advice to hundreds of professional business owners, retirees and high-net-worth individuals, on wealth creation and protection,