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Negative
Reviews below 3.0 stars
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About me
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.
Authored by me:
Reviews
4.9
out of 5 starsBelinda
35-45 years old"Brendan provides through and meaningful advice which is relevant to his customers risk comfort level and current circumstances. Brendan is a trusted advisor to my family . I regularly refer friends and family to Brendan as I know he will give them honest service which fits their needs. "
23 Aug 2018Elizabeth
35-45 years old"We could not be any more happier. Both professional and personable, thanks to Brendan and his expertise, we now have a plan for the future. "
05 Apr 2018Robyn
35-45 years old"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."
28 May 2017David
56-65 years old"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."
18 Apr 2017Valerie
46-55 years old"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. "
18 Apr 2017Rosita
56-65 years old"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."
27 Mar 2017My Expertise
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Aged Care
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Government Assistance
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Growing Assets
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Insurance & Protection
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 22 Years
- Highest qualification
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Bachelor of Business
- Industry Memberships
-
1 total
- Address
- Level 3 67 Astor Terrace
Spring Hill, QLD, 4000 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Finnest Financial Pty Ltd
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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 adviser 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
Matrix Planning Solutions Limited
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Licensee owned by
CLEARVIEW WEALTH LIMITED
My Qualifications
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Diploma of Financial Services (Financial Planning) (2012)
Level of Qualification: Level 5 - Diploma
Institution: Pinnacle Financial Services Academy
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Margin Lending and Geared Investments (2011)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Diploma of Financial Planning (2003)
Level of Qualification: Level 5 - Diploma
Institution: Financial Planning Association of Australia (FPA)
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Bachelor of Business (1997)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Queensland University of Technology
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Belinda
35-45 years old"Brendan provides through and meaningful advice which is relevant to his customers risk comfort level and current circumstances. Brendan is a trusted advisor to my family . I regularly refer friends and family to Brendan as I know he will give them honest service which fits their needs. "
23 Aug 2018Customer opinions
Elizabeth
35-45 years old"We could not be any more happier. Both professional and personable, thanks to Brendan and his expertise, we now have a plan for the future. "
05 Apr 2018Customer opinions
Robyn
35-45 years old"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."
28 May 2017Customer opinions
David
56-65 years old"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."
18 Apr 2017Customer opinions
Valerie
46-55 years old"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. "
18 Apr 2017Customer opinions
Rosita
56-65 years old"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."
27 Mar 2017Customer opinions
Jonathan
65+ years old" 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"
25 Mar 2017Customer opinions
Catherine
46-55 years old"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."
24 Mar 2017Customer opinions
Thomas John
65+ years old"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. "
22 Mar 2017Customer opinions
Greg
56-65 years old"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."
22 Mar 2017Customer opinions
Diana
65+ years old"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."
04 Mar 2017Customer opinions
Peter
56-65 years old"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. "
03 Mar 2017Customer opinions
Janelle
56-65 years old"Brendan is always available for discussion and has been helpful to us for 15 years."
16 Feb 2017Customer opinions
Cameron
35-45 years old"Brendan has been an excellent source of advice and support for my financial well-being."
13 Feb 2017Customer opinions
Jason
35-45 years old"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. "
27 Jan 2017Customer opinions
Joanne
46-55 years old"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. "
17 Dec 2016Customer opinions
David
46-55 years old"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."
29 Nov 2016Customer opinions
David
56-65 years old"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."
12 Nov 2016Customer opinions
Tiffany
35-45 years old"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."
11 Nov 2016Customer opinions
Dimity
65+ years old"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."
02 Aug 2016Customer opinions
Joy
35-45 years old"Brendan explains things very clearly so that a lay person can understand. "
01 Aug 2016Customer opinions
Marieke
35-45 years old"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."
11 Jul 2016Customer opinions
Kerri
46-55 years old"Brendan has extensive knowledge of the industry and is truly interested in my circumstances and needs. His professional advice is reassuring and it allows me to make informed decisions. I would gladly recommend Brendan whenever possible. "
09 Jun 2016Customer opinions
Ross
35-45 years oldN/A
12 Oct 2015Customer opinions
Ian
56-65 years old" I have found Brendan to be easy to talk to, explaining the financial in's and out's in plain english. I feel I have the same level of trust as I do with my family doctor."
26 Sep 2015Customer opinions
Allan
65+ years old"When we first met Brendan Four years ago I (Allan) had just received. My super along with an inheretince that had some shares Brendan was great he minimised the tax issues and came up with a suitable plan that we wanted . Apart from his professionalism he really gave us piece of mind and left us feeling that we had no problems financially under his supervision Allan and Kerry."
16 Sep 2015Customer opinions
Janet
65+ years oldN/A
14 Sep 2015Customer opinions
Kym
56-65 years oldN/A
14 Sep 2015Customer opinions
Stacey
35-45 years old"Brendan has a friendly and approachable manner which, combined with his financial knowledge and advice, makes us feel very confident in the advice we are provided with. We feel reassured that our financial future is being guided by the best advice and that means a lot to us. "
10 Sep 2015Customer opinions
Tom
65+ years old"I am more than happy with Brendan and have no hesitation in recommending him to others. Tom 4567"
06 Sep 2015Customer opinions
John and Rhonda
65+ years old"Right from our first meeting with Brendan we felt here was an advisor that we could trust to give us sound advice in relation to securing and building on our investment. We were right! Brendan is very approachable and his friendly professional manner gives us comfort in the knowledge that we have been lucky to have an advisor of this calibre. "
02 Sep 2015Customer opinions
Neville
65+ years old"I always find Brendan to be courteous and helpful. He understands my needs and responds promptly. I have confidently recommended Brendan to other members of my family. Neville 4074."
02 Sep 2015Customer opinions
Jill
56-65 years oldN/A
31 Aug 2015Customer opinions
Ruth
65+ years old"Brendon has given me excellent advice and handled my super investments with great care and expertise over many years. I have been very satisfied with his direction for my lifestyle and ongoing income."
29 Aug 2015Customer opinions
Cecily
65+ years old"Brendan has provided excellent service and advice for many years. His knowledge and expertise has been greatly appreciated."
29 Aug 2015Customer opinions
Barry
65+ years old"I have been a client of Brendan for a considerable time. He helped me with all my financial advice and assistance during a very stress-full period in my life. His assistance and advice was critical to achieving my goals of transition from working life into retirement. His continuing support has also been very important during the ups and down of the pre and post periods of the GFC. "
29 Aug 2015Customer opinions
John
56-65 years oldN/A
28 Aug 2015Customer opinions
Tyrone @ Diann
65+ years old"Ty @ Di 4114 We have been clients of Brendon for quite a few years, and find him to be very versed in all of our needs. We would recommend to any one as very good advisor."
28 Aug 2015Customer opinions
Robyn and Rod
56-65 years old"Brendan has been our Adviser for over 10 years during which time he has provided invaluable advice both in terms of growing our finances and protecting us expertly during the GFC. Brendan has a cheerful, positive disposition and he always responds promptly to our requests. Of particular note, he proved to be a very calming influence through the ups and downs of the GFC. He provided us with sound and timely advice to guide our decisions during this difficult period."
28 Aug 2015Customer opinions
Gail
56-65 years old"We have been clients for a number of years and we find Brendan to be reliable, informative and a very pleasant person. He is clear in his explanations and reasoning and gives sound constructive advice. He has managed our financial affairs well and we are very satisfied with his services."
28 Aug 2015Customer opinions
Ken
65+ years oldN/A
28 Aug 2015Customer opinions
William Anthony
65+ years oldN/A
28 Aug 2015Customer opinions
David
65+ years oldN/A
28 Aug 2015Customer opinions
Wendy
65+ years old"We have been clients of Brendan's for over five years. He is courteous and it is always a pleasure to visit him at his office. He is sympathic to our needs as self funded retirees with limited funds to invest. We would be happy to recommend Brendan to family and friends."
28 Aug 2015Customer opinions
Gillian
65+ years old"We have been clients of Brendans for a number of years now and have been very satisfied with his advice. He is always available to answer questions at any time and we would happily recommend him to friends and family. Gill and Adrian"
27 Aug 2015Customer opinions
roger
65+ years old"Being Brendans clients since 2007, and looking back at his guidance over the past years, my wife and I cannot fault his financial advice, financial integrity or business acumen. On a personal level we both look forward to our yearly meetings, that iron out any questions we may have, to stay on track. A 'valuable' financial friend."
27 Aug 2015Customer opinions
Curtis
46-55 years oldN/A
27 Aug 2015Customer opinions
Julie
65+ years old"We have been seeing Brendan as an advisor for many years and have found him to be attentive to our needs, reliable and proactive. He also works well with our accountant and keeps everyone in the loop. We would recommend him to our friends and family without hesitation. Julie and Cliff"
27 Aug 2015Customer opinions
Sally
35-45 years old"I would unreservedly recommend Brendan to anyone seeking financial advice."
27 Aug 2015Customer opinions
Cynthia
65+ years old"Brendan is very approachable and answers my queries promptly. He has a wide knowledge of his subject and goes out of his way to be helpful. "
27 Aug 2015Customer opinions
Jennifer
56-65 years old"I was referred to Brendan by a family member, a couple of years ago. I went from having little or no confidence as to how my impending retirement would look, to feeling reasonably confident about the future, taking into account the uncontrollable elements of the Global economy."
27 Aug 2015Customer opinions
Ian
35-45 years oldN/A
27 Aug 2015Customer opinions
Mark
46-55 years oldN/A
27 Aug 2015Customer opinions
Matt
35-45 years oldN/A
27 Aug 2015Customer opinions
Darren
46-55 years old"Brendan has provided me with great advice, particularly as my life circumstances have changed. He has been very responsive to my needs and has never pressured me to accept something I'm not comfortable with. He has a great approach and is a nice bloke to boot. I would highly recommend him."
27 Aug 2015Customer opinions
Paola
56-65 years old"I’m thrilled with the results that Brendan’s strategies and support have delivered for me. Following a financially devastating divorce, Brendan assessed my situation, listened, and incorporated my needs into a sound and sensible plan. I am amazed at how far I’ve come in only 8 years with Brendan’s guidance, and I'm now looking to the future with great optimism and clear direction. "
27 Aug 2015Customer opinions
Angus
46-55 years old"As a busy professional with a young family, my personal finances weren’t getting the priority they should have. When we first met Brendan nearly ten years ago, that all changed. He made a dramatic difference, not only to the outcomes we now see but the knowledge we have about what we should be focusing on financially. Brendan has been a terrific asset in securing our financial future, and to boot he even makes the job of planning our finances enjoyable, something we never thought we’d say! "
26 Aug 2015Customer opinions
Lilian
56-65 years old"Brendan Stone has managed my financial affairs since 2010. He rescued me from a financial group which left me in dire straits and a huge debt. With his management and guidance I am now debt free. Brendan also took into consideration my health issues and looked at the whole picture, not just the financial one, which is very much appreciated. He has tailored my finances to accommodate my future needs and I feel totally secure."
26 Aug 2015Customer opinions
Frank
65+ years old" 'We have been clients of Brendan's for a number of years now and have found him to be honest and accurate in his dealings as well as very approachable. Recently due to a change in circumstances for us if it hadn't been for his professionalism, vigilance and knowledge regarding superannuation it could have left us with a tax bill of around $70,000. We have found his knowledge in all areas to be exceptional. We will continue to place our trust in him in the future.' Frank & Kath 4818"
26 Aug 2015Customer opinions
Madeline
65+ years old"I find Brendan well informed, reliable and always interested in the best outcome for me. "
18 Aug 2015Customer opinions
John
65+ years oldN/A
18 Aug 2015Customer opinions
Ann
46-55 years oldN/A
18 Aug 2015Customer opinions
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