FINANCIAL KEY - Key Persons
Brendan has over 30 years' experience in financial services, with the last 20 as a Principal and Private Wealth Adviser with Financial Keys. He specialises in managing the needs and financial strategies of executives, high net worth individuals, retirees and wealthy family groups. Brendan enjoys working closely with clients to ensure their advice is tailored to help meet their individual goals. He is a member of the Financial Keys Investment Committee.
Brendan is a leading expert on tailoring financial strategies as a result of his many years of experience and extensive education. Prior to becoming a Principal of Financial Keys, he coached Financial Advisers and Accountants on technical financial planning strategies.
Brendan lives in Sydney with his wife Caroline, three daughters and two golden retrievers and when has time he enjoys playing soccer, sailing and snowboarding.
Qualifications
CFP® Certified Financial Planner™
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Superannuation Management
Master of Business Administration
Bachelor of Commerce (Economics)
Direct Equities Advisory Accredited
Self-Managed Super Fund Accredited
Margin Lending Accredited
Expertise
Wealth creation and wealth protection strategies for senior executives and their families
Wealth strategies for High Net Worth individuals and families
Superannuation, including Self-Managed Super Funds
Estate Planning
Pre-retirement strategies
Matt specialises in managing the needs and financial strategies of executives, medical professionals, high net worth individuals, retirees, wealthy family groups and not-for-profit organisations. Matt's focus is on placing the client first and ensuring all aspects of their financial lives are in order. While covering investments, Matt's approach is to also consider the broader implications of financial decisions in areas such as tax, protection, estate planning, family impact, cashflow management and cost to provide holistic advice and guidance to clients, placing them in the best possible position to achieve their objectives.
Matt worked at Financial Keys earlier in his career and then spent over 4 years as a Senior Adviser at Perpetual Private, with a focus on helping some of Australia's wealthier families, high net worth individuals and those with complex situations. Matt received multiple accolades during his time at Perpetual, perhaps most notably, consistent client acknowledgment of Matt's service and care in working with them.
Matt has returned to Financial Keys as a Principal for the long term. With his flexible approach, Matt is able to tailor solutions and advice to clients with all options in the market at his disposal. He utilises his in-depth industry knowledge and experience of over 14 years to provide high quality advice and achieve desired client outcomes.
Qualifications
CFP® Certified Financial Planner™
Advanced Diploma of Financial Planning
Bachelor of Business (Financial Planning)
Bachelor of Computing
Direct Equities Advisory Accredited
Self-Managed Super Fund Accredited
Life Insurance Accredited
Margin Lending Accredited
Expertise
Investments
Strategic advice
Superannuation - including Self-Managed Super Funds (SMSFs)
Retirement Planning
Estate Planning
Personal life insurance