Brendan O’RourkeSenior Financial PlannerSMSF Specialist Advisor™
Brendan’s journey began in the Financial Services Industry in 1985 and he has been a qualified Financial Planner since 1996.
Brendan holds an Advanced Diploma in Financial Planning and is qualified as a Self Managed Super Fund Specialist Advisor with the SMSF Association of Australia.
He specialises in providing advice for clients that need assistance in the following areas: Retirement Planning, Superannuation Investment Advice, Self Managed Super Fund Trustee Advice, Investment Portfolio Advice, Centrelink Planning and Aged Care Advice.
He wakes up every day with a glass half full attitude, an eternal optimistic that can see the positive in all things. Maybe that is the reason he still supports Richmond Football Club after many years of pain, hoping that one day they will come good.
Brendan’s belief is that you never achieve anything in life without putting in the time and energy required to achieve success.
If you dream of a comfortable retirement, for most people it will remain a dream unless they dedicate time to make it become a reality.
He is a passionate adviser, that treats his clients with respect and cares about what his clients want to achieve in their life.
If you would like a relationship with someone that spends time with you finding out what you actually want from your life, then give him a call.
Brendan is the owner and director of Elders Financial Planning Geelong authorised representative no 330763 of Elders Financial Planning Pty Ltd.