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Brendan Stone

 Brendan Stone

Share profile:
67 Astor Terrace Level 3
Spring Hill
QLD
4000
AU

Overview CONTACT THE ADVISER

Brendan Stone Brendan Stone

total Reviews

60

Experience

19yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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 25 years' experience in the finance and banking sector, including 19 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.

Company:

FinNest Financial Pty Ltd
FinNest Financial Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Commonwealth Bank of Australia
Commonwealth Bank of Australia
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 60 total)See all

"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."

Robyn, 35-45 28 May 2017

"Brendan has consistently provided clear, well researched personalised advice which has borne excellent results. He is clearly familiar with a broad range of products and will adjust our portfolio as required to get the best result."

David, 56-65 18 Apr 2017

"We have known Brendan for many years. We have found him warm and interested in our family and our circumstances, and he has offered honest and reliable advice, which we have been happy to take. We have not hesitated to recommend his services to our extended family and our friends. "

Valerie, 46-55 18 Apr 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • Telstra Business Awards State Finalist 'New Business Category' (2016)
  • Financial Wisdom National 'New Practice of the Year' (2015)
Years of experience
  • 19 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 3
67 Astor Terrace, Spring Hill
QLD 4000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 60 Total Reviews
Robyn, 35-4528 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

David, 56-6518 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan has consistently provided clear, well researched personalised advice which has borne excellent results. He is clearly familiar with a broad range of products and will adjust our portfolio as required to get the best result."

Valerie, 46-5518 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have known Brendan for many years. We have found him warm and interested in our family and our circumstances, and he has offered honest and reliable advice, which we have been happy to take. We have not hesitated to recommend his services to our extended family and our friends. "

Rosita, 56-6527 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"When my husband and I began seeing Brendan we knew right from the outset that we were with an advisor who would support our dream of becoming self funded retirees. Recently my husband passed away and I am thankful that I have such a knowledgeable, proficient and supportive advisor by my side. Because of Brendan's excellent advice and guidance I know that I will never need to be concerned about money matters and I thank Brendan wholeheartedly for this."

Jonathan, 65+25 Mar 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

" Brendan is very personable and approachable, so I always feel comfortable dealing with him. , Brendan is knowledgeable on his subject and explains things in a clear and concise manner. He has good attention to detail and executes instructions promptly and efficiently. He is also building a capable team of assistants around him"

Catherine, 46-5524 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Over the 10 years we have been entrusting the management of our hard-earned money with Brendan, he has always clearly articulated each stage of our wealth creation and set clear goals for us to reach. By doing this, we felt confident that following his plan was guiding us in the right direction. As we get closer to retirement, we are feeling extremely fortunate that we followed his advice as our retirement looks far more comfortable then we ever imagined possible."

Thomas John, 65+22 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Brendan to be well across all the requirements of managing our retirement portfolio. His knowledge and professionalism inspire confidence and trust brought about by his many qualifications in the financial advice industry. We hope to continue receiving his excellent advice regarding our ongoing portfolio. "

Greg, 56-6522 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan has always been very approachable and responsive to requests for assistance with financial matters regardless of how relevant the issue may be. He always replies promptly and communicates in manner which is easily understood. We have every confidence in his ability to assist in providing the best possible outcomes with our financial affairs in retirement."

Diana, 65+04 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We learnt a lot from Brendan and very pleased with the strategies he put in place for going forward. It is great that he keeps abreast of how our superannuation is going."

Peter, 56-6503 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan is clearly a very well educated and experienced financial adviser, but he manages to explain financial planning and strategies in a "down to earth" way making them easy to understand. He is always on top of any political or tax changes that could effect my investments and always provides solutions. I would not hesitate to recommend him to my friends and family. "

Janelle, 56-6516 Feb 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Brendan is always available for discussion and has been helpful to us for 15 years."

Cameron, 35-4513 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan has been an excellent source of advice and support for my financial well-being."

Jason, 35-4527 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been with Brendan for many years and are on track with our financial and life goals as a result of his ongoing advice and expertise. "

Joanne, 46-5517 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been clients of Brendan since 2009. As an older couple with no visible means of support for retirement, Brendan was able to totally restructure our financial business and on following his sound advice and with his careful management, we are on the right track for a comfortable retirement. "

David , 46-5529 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am very happy with my dealings with Brendan. The projections given have been achieved which is a real positive in today's uncertainty. I would recommend Brendan if you are in need of financial advice."

David , 56-6512 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been taking advice from Brendan for a considerable period of time and find that Brendan has an open friendly approach to explaining what is realistic and how to go about achieving the desired goal."

Tiffany, 35-4511 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been with Brendan for 7 years now and he has sheperded our finances through the GFC and the financial changes of a growing family always with one eye on our needs now and one firmly faced towards our future. We think of him as our financial personal trainer and thanks to Brendan we are in great shape."

Dimity, 65+02 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan Stone has helped me to understand my finances and prepare for retirement. He explains very clearly and gave advice which has been supported from other sources. I am totally confident in his advice."

Joy, 35-4501 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan explains things very clearly so that a lay person can understand. "

Marieke, 35-4511 Jul 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brendan was recommended to me by Noel Whittaker, a very respected & well known person within Australia when it comes to finance and investments and Brendan has proved to be what I had hoped for and more. Brendan is very communicative, gets straight back to you if you have any questions, understand your personal circumstance and tries to find the best ways to support that. Brendan is very knowledgable and puts that knowledge to work for you."

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Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

FINANCIAL WISDOM LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
34
Customers

#1
Savings Investment
STRENGTH
34
Customers

#2
Preparing For Retirement
STRENGTH
31
Customers

#3
Tax Effective Strategies
STRENGTH
20
Customers

#4
Insurance Protection
STRENGTH
11
Customers

#4
Self Managed Super Funds
STRENGTH
11
Customers

#5
Centrelink Benefits
STRENGTH
9
Customers

x

Overall rating

100%

Brendan Stone

Company: FinNest Financial Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Brendan Stone is a member of and in what capacity, the licensee or company of Brendan Stone and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Brendan Stone (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%