A thorough, technically minded Adviser with over 20 years of experience in financial services.
Brendon’s passion is working with clients to assist their journey in meeting their financial goals, using strategies that are specifically designed around their needs.
He is a proud Financial Planner AFP® member of the Financial Planning Association of Australia (FPA) and has completed an Advanced Diploma of Financial Services (Financial Planning) and a recognised accreditation in Self-Managed Superannuation Fund advice. Additionally, Brendon has a Diploma in Finance and Mortgage Broking Management and is an Accredited Member of the Finance Brokers Association of Australia.
Brendon originally joined the Financial Planning industry in 1995, and has worked in a range of roles including Financial Adviser, Mortgage Broker, Paraplanner and Compliance Coordinator. Through Brendon’s broad range of experience he is able to offer a well-rounded view of the industry and uses this knowledge to provide a high level of quality advice and service to his clients.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 8
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Lead Partners Private Wealth Pty Ltd
420 Milton RdAuchenflower, QLD 4066
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lead Partners Private Wealth Pty Ltd
AFSL 520268