Brendan joined our firm in 2002 and is based between Sydney and Parramatta. Brendan specialises in providing high quality investment and retirement planning advice for executives and professionals, including self funded retirees and business owners. Brendan enjoys being an adviser at the forefront of our industry and is passionate about providing his clients with unbiased financial advice, so they can be confident that Brendan's advice is in their best interests first. Brendan is a personal CFO for many of his clients, co-ordinating their financial needs and plugging them into other professionals from his tried & tested network, to ultimately deliver on his clients' goals and have them achieve their own financial success. Brendan holds a Bachelor of Commerce from the University of Wollongong, he is a Certified Financial Planner (CFP) through the FPA, an SMSF Specialist Adviser through SPAA, he holds a Graduate Diploma in Financial Planning from Finsia (ex SIA) and is a senior member of various industry associations including Finsia, FPA and SPAA. Brendan is also a Justice of the Peace. Between spending time with his wife and two young children, Brendan is a keen golfer, runner, mountain biker and chocolate connoisseur.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2004
- Years of experience 21
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
PSK Private Wealth
Level 12, 25 Martin PlSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday, Wednesday – Friday
- 9:00pm – 5:00pm Tuesday
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656