"I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan."
Brendon's passion is supporting and educating clients using his knowledge and experience, to help them make well-informed decisions in relation to their own financial situation. Brendon's specialty is in wealth creation strategies and he has a broad technical knowledge.
Services and specialities
- Financial Planning
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
Brendon adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Industry Education & Experience
Qualifications
- Advanced Financial Planning Certificate, Kaplan, 2016
- Bachelor of Business (Accounting), Avondale College, 2010
- Diploma of Financial Services (Financial Planning) , Kaplan, 2012
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2021
- Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2021
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
- Margin Lending
I am an employee of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance.