Brendan has worked in financial services since 1999. He holds a BA from Monash University, a Diploma in Financial Planning (DFP) from Deakin University (via the Financial Planning Association of Australia) and also holds the Financial Planning Association peak international certification of Certified Financial Planner (CFP).
His clients include high net wealth individuals and families, senior executives and business owners. They benefit from Brendan’s passion for gaining a thorough understanding of each of their unique situations, and then applying his extensive understanding of investment strategy development, portfolio construction, superannuation, structuring, asset protection and succession planning.
Before joining Koda, Brendan spent two years as a Director at JBWere, providing wealth management and investment advice to a select number of private clients. Prior to that he spent nine years as a Senior Wealth Adviser at NAB Private Bank.
Away from work, Brendan derives great pleasure and immense pride from coaching his three kids’ basketball teams, although every now and then he needs reminding that they aren’t playing in the NBA (yet)!