Brendan has over 25 years' experience in financial services. He has been a Principal and Private Wealth Adviser with Financial Keys since 2003. He specialises in providing wealth creation and wealth protection strategy advice to executives, pre and post retirees, high net wealth individuals and leading Australian companies. Brendan enjoys working closely with clients to ensure their advice is tailored to help meet their individual goals. He is a member of the Financial Keys Investment Team.
Brendan is a leading expert on tailoring financial strategies as a result of his many years of experience and extensive education. Prior to becoming a Principal of Financial Keys, he coached Financial Advisers and Accountants on technical financial planning strategies. Brendan has also utilised these skills in designing industry leading financial planning software and web based tools for investors and advisers.
Brendan lives in Sydney with his wife Caroline, three teenage daughters and two golden retrievers and when has time he enjoys playing soccer and tennis.
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