A well-rounded and independent advisor, Brendan has extensive experience in wealth management, financial planning, investment advisory, superannuation, investment management and portfolio administration services.
He possesses a unique skillset as a qualified Certified Financial Planner CFP® and Certified Public Accountant which complements his investment expertise. Now an investment advisory specialist, he uses his diverse technical skills to provide clients with a holistic, long-term lens when evaluating changes and decisions around their financial affairs.
Having advised a range of clients, Brendan specialises in supporting high-net-worth individuals, family groups, and not-for-profit organisations.
Driven to deliver service excellence with the client at the centre, Brendan focuses on building lasting relationships with every generation of the families he supports. With a high level of trust demanded of his role, he takes a collaborative approach to service delivery. He works closely with clients at every stage of their financial journey to build a strategy that ensures a legacy and delivers on their goals. Brendan is particularly passionate about supporting family clients through intergenerational wealth transfer, supporting family leaders with the transition and educating the younger generations with wealth management, financial planning, and setting them up for long-term success.
In 2024, Brendan was recognised in The Australian and Barron’s Top 150 Financial Advisers, coming in at #111.
Commencing his career with Pitcher Partners as an accounting graduate in 2010, Brendan moved to Investment Advisory in 2014 and was admitted to the partnership in 2024.
Qualifications and memberships
- Certified Financial Planner CFP® (Financial Planning Association Australia)
- Diploma of Financial Planning (Kaplan Australia)
- Certified Public Accountant (CPA Australia)
- Certified Responsible Investment Advisor by Responsible Investment Association Australasia (RIAA)
- Bachelor of Commerce – Accounting (La Trobe University)
