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Brendan McKenzie

Golconda Group Pty Ltd

Bronze
20 Yrs Experience
Swan Hill, VIC 3585

Brendan has been in the finance industry since 1993, joining the financial planning fraternity in 2002.  As a third generation Swan Hill local, he returned home after his finance career took him around Victoria and Southern NSW. 

He made the commitment to join the Financial Planning Association (FPA) completing the Certified Financial Planner™ designation which demands the highest standards of its members.

Brendan chose financial planning as a career “…after seeing the impact both good and bad financial decisions had on not only client’s lives, but also their families’ future.  It is a challenging environment that is constantly changing with so many facets to it.  It is so much more than just finance, and clients become so much more than that. It is so rewarding to see the peace of mind achieved and positive difference you make to a client’s future…”

Outside work like many people he enjoys time with his extended family (including wife, Karen and two children, Callum and Ailysh) and friends.  When time permits a good biography or spy novel as well as participating in or just relaxing in front of the TV or radio supporting almost any sport (but especially his beloved Bombers).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualifications
    • Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Golconda Group Pty Ltd

218 Beveridge Street
Swan Hill, VIC 3585

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706