Brendan Thompson
Financial Adviser
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About
Brendan Thompson is an ASIC-registered financial adviser dedicated to helping individuals and families in and around Braddon, ACT, achieve their financial goals. With a solid foundation built on a Diploma of Financial Services (Financial Planning) from FINSIA (2006), Brendan has continually expanded his expertise, earning an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2012) and specialist knowledge through certifications in Margin Lending and Geared Investments (2011) and Self Managed Superannuation Funds (2014). He is also a proud member of the Financial Advice Association of Australia (FAAA). Brendan is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. This includes superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice to help you grow your nest egg • Comprehensive insurance solutions to protect what matters most • Wealth management strategies tailored to your individual circumstances • Expert retirement planning to ensure a comfortable future Ready to take control of your financial future? Contact Brendan Thompson today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Brendan Thompson offer?
Brendan Thompson provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He can help you create a personalized financial plan to achieve your goals.
What are Brendan Thompson's qualifications?
Brendan Thompson holds a Diploma of Financial Services (Financial Planning) from FINSIA, an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, and certifications in Margin Lending and Geared Investments, and Self Managed Superannuation Funds.
What is the process of working with Brendan Thompson?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Brendan will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will ensure your plan remains aligned with your evolving needs.
How can wealth management advice from Brendan Thompson benefit me?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. Brendan will work with you to develop a personalized wealth management plan that aligns with your individual circumstances and goals.
What should I expect during my first meeting with Brendan Thompson?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Brendan will listen carefully and ask questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Brendan and determine if he is the right financial adviser for you.
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