Bachelor of Finance
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)
Brendan has been a member of the First Financial team since 2006. As one of our advisers, he specialises in helping his clients plan for the future, and delivering them the results that they’ve been dreaming of.
He holds a Bachelor’s Degree in Finance, as well as an Advanced Diploma of Financial Services, majoring in Financial Planning.
He is authorised to provide advice on Managed Investments, Superannuation, Life Insurance, Securities, Self-Managed Superannuation Fund.
Brendan can provide the following services: managed investments, superannuation, deposit taking facilities, margin lending facilities, personal insurance (e.g. life insurance), portfolio administration services, retirement savings accounts, securities, structured products, government debentures, stocks and bonds.
To Brendan, First Financial means putting clients first, and working with a team who are not just colleagues, but lifelong friends.
Brendan considers the relationship between modern technology and the Financial Advice industry as a strong and healthy one, whereby everything from reporting right through to client access to information has dramatically improved. Ultimately, he believes it improves the experience that he is able to provide to his clients.
Brendan grew up in the suburbs of Melbourne, and continued on to study locally at the University of La Trobe, where he attained his qualifications.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Margin lending facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds