Brendan Gallagher
Principal
MBA, BCom, DipSM, ADFS, CFP®, Accredited SMSF Adviser, ASX Listed Products Accredited

Brendan has over 25 years' experience in financial services. He has been a Principal and Adviser with Financial Keys for more than 12 years. He specialises in providing wealth creation and wealth protection strategy advice to executives, pre and post retirees, ex-pats 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 and three young daughters. When he’s not running after his three girls and two golden retrievers he can be found playing soccer and tennis.

Qualifications

• CFP® Certified Financial Planner™

• Advanced Diploma of Financial Services (Financial Planning)

• Diploma of Superannuation Management

• Master of Business Administration

• Bachelor of Commerce (Economics)

• Direct Equities Advisory Accredited

• Self-Managed Super Fund Accredited

• Margin Lending Accredited

Expertise

• Wealth creation and wealth protection strategies for CEO’s, Directors and senior executives and their families

• Self-Managed Super Funds

• Estate Planning

• Executive Advisory Services

• Corporate Superannuation and Insurance

• Pre and Post Retirees

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.

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