Brendan has worked in financial services since 1999.
Brendan Jones has been helping individuals, families, business owners and for-purpose organisations make confident financial decisions since 1999. A Certified Financial Planner™ (CFP®) with more than 25 years’ experience in wealth management, he is committed to building long-term relationships and delivering tailored advice that helps clients achieve their financial goals.
Brendan works closely with high net worth individuals and families, drawing on extensive expertise in investment strategy, portfolio construction, superannuation, wealth structuring, asset protection and succession planning. He is known for taking the time to understand each client’s unique circumstances and providing practical, personalised advice.
Before joining Koda Capital, Brendan was a Director at JBWere and previously spent nine years as a Senior Wealth Adviser at NAB Private Bank, advising affluent individuals and families across a broad range of financial matters.
Brendan holds a Bachelor of Arts from Monash University, a Diploma of Financial Planning from Deakin University, and the globally recognised Certified Financial Planner™ designation.
Outside of work, Brendan enjoys spending time with his family and serves on the Board of The Gruppetto Fund, a cycling-themed charity supporting at-risk youth in regional Australia.