Brendan enjoys getting to know the ‘roadblocks’ clients have in their financial lives and setting a path to simplify their affairs and achieve peace of mind.
Brendan has been in the financial services industry for over 25 years, providing superannuation and taxation advice as well as managing investment portfolios for high net worth clients. Starting his career at accounting firms PwC and KPMG, Brendan moved to Pitcher Partners Investment Services in 2001. His 15 years there saw him grow rapidly his varied client base of business owners, executives and retirees, while he also successfully mentored associate advisors into advisor roles.
Throughout his career Brendan has studied to supplement his knowledge and experience so his advice to clients continues to be the best it can be. He holds the highest financial planning industry qualification of CERTIFIED FINANCIAL PLANNER™ (CFP®). He also holds a Graduate Diploma of Financial Planning and has completed Self-Managed Superannuation Funds and Accredited Derivatives Adviser Level One courses through Kaplan. Brendan is a member of the Financial Planning Association (FPA).
Outside work Brendan balances the (many) joys and (some) frustrations his four children bring, along with the (total) frustration his beloved St Kilda delivers.