Brendan provides advice in the areas of Retirement, Investment & Insurance Planning. He has particular skill in providing advice to & assisting wealth accumulators, busy professionals, and business owners. He is also a Full Service Stockbroker.
As an Authorized Representative of Bridges, Brendan is able to assist clients in the areas of:
• Retirement Planning
• Portfolio Management and review
• Superannuation Strategies
• Self managed super funds – strategy and investments
• Full-service Stockbroking
• Salary Packaging
• Income Protection
• Life Insurance, TPD and Critical Illness
• Business Insurance including Key Person and Buy/sell insurance.