CFP®, DipFP

Located in the Darwin CBD, Brendan has been providing financial advice to hundreds of professional business owners, retirees and high net worth individuals, on wealth creation and protection, for over 25 years.

Brendan commenced his career as a general and life insurance agent in 1987. He was subsequently invited to join an independent, general insurance brokerage as a partner, to provide personal risk and financial planning advice. Brendan now specialises in more complex personal wealth creation and business succession strategies.

An avid sailor and Offshore Yacht Master, with a passion for offshore racing, he spends much of his spare time cruising and racing yachts locally and internationally. He has also been very active as a volunteer in local sailing, particularly the Darwin Sailing Club, as well as other sailing organisations.

Brendan is active within several charitable organisations, particularly, HPA Disability Services, as a board member.

Other experiences which Brendan has enjoyed are scuba diving, camping, bush walking and mountaineering, having travelled many times in pursuit of these pastimes.

Brendan and his partner Kerri enjoy an active family life with two children, Lucas and Rosie.

Partner / Senior Adviser

Private Client Wealth Creation Solutions
Retirement Planning
Self Managed Superannuation Funds
Direct Equity Investments
Personal Insurance
Business Insurance and Business Succession Specialist
Margin Lending and Debt Strategies

CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Member of the Financial Planning Association