Private Client Adviser
Brendan is a Private Client Adviser in our Brisbane office.
Education and experience
Brendan is a Certified Financial Planner® practitioner and a member of the Financial Planning Association of Australia (FPA). He has a Bachelor of Business (Accountancy) from the Queensland University of Technology and has completed the Graduate Diploma in Financial Planning with Kaplan Professional.
Brendan has been with Shadforth since 2007. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. Creating a strong understanding of each client’s cash flow is central to Brendan’s approach.
Brendan’s greatest joy comes from helping people from all walks of life achieve financial independence and eliminate financial anxieties.
Outside of work
Away from work, Brendan enjoys supporting all Queensland sporting teams. On his holidays he enjoys dining his way through Taiwan, the birthplace of his wife.