Financial Planner Profile

Name: Brendan Maguire

Qualifications: 

Brendan has 30 years’ experience in the financial services industry, first joining the industry in 1986 and working in senior adviser, sales and Management roles.

Brendan has an Advanced Diploma of Financial Planning and is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Financial Planning Services:

  • Superannuation
  • Tax-effective investment strategies
  • Superannuation strategies
  • Retirement planning
  • Centrelink entitlements
  • Stockbroking

  

  • Salary packaging
  • Life insurance (life, TPD,
    trauma, income protection,
    business expenses)
  • Estate planning
  • Budgeting & Cashflow