Brendan Brennan

Financial Adviser - Brisbane

Brendan Brennan is a Financial Adviser based in the Brisbane office. 

Brendan brings his extensive knowledge base and technical expertise from many years in the finance industry to develop comprehensive solutions for his clients.

Brendan's drive is rooted in the understanding that the robust client relationships he nurtures are not just about their finances, but also encompass their success, aspirations, and future. 

"I find motivation in helping my clients achieve their lifestyle and financial goals through building relationships, establishing trust, and formulating structure and strategies which enable long-term success."

Brendan values his responsibility as a trusted confidant and is determined to use his experience to help clients alleviate stress and uncertainty when it comes to the various complexities of their finances.

Brendan specialises in various financial management disciplines such as wealth creation and management, retirement planning, and wealth protection. 

Brendan has a deep passion for helping people which has been exemplified by his diverse career to date.  Prior to joining RSM, Brendan studied a Bachelor of Exercise and Sports Science, whereby he completed his Honours Thesis studying the effects of high-intensity exercise on bowel cancer patients.  He has also worked in the UK as a Cardiac Scientist, and a Strength and Conditioning Coach with local sporting teams and individuals.  

Outside of work, you can find Brendan spending time with his young family, trying to improve his golf game, or working on his health and wellness in the gym, or out running all over Brisbane.

_{RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282}

SOLUTIONS Brendan PROVIDES

Brendan provides expert knowledge in the following areas:

•    Wealth accumulation
•    Wealth management
•    Retirement planning
•    Personal risk advice
•    Financial advice
•    Financial planning
•    Financial Adviser in Brisbane

SIGNIFICANT PROJECTS

•    Worked with private clients to build wealth through various structures and strategies to give them more control and choice in their lives.
•    Worked with clients in preparation for their retirement to ensure they could enjoy the fruits of their labor in whatever way they desire.
•    Worked on a large national project remediating customers who had previously received improper financial advice. 

QUALIFICATIONS

•    Graduate Diploma of Financial Planning - Kaplan Professional
•    Bachelor of Exercise and Sports Science (Honours) - University of Queensland