Brendan Doherty
Financial Adviser
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About
Brendan Doherty is an ASIC-registered financial adviser based in Canberra, ACT, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Brendan's extensive qualifications include a Bachelor of Applied Economics and a Bachelor of Management from the University of Canberra, both completed in 2005. He further holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning), both earned in 2006 through Kaplan Professional (formerly Tribeca Learning/FINSIA Education). Brendan also holds certifications in Margin Lending & Geared Investments (Kaplan Professional, 2011) and Ethics and Professionalism in Financial Advice (Kaplan, 2023). As an active member of the Financial Advice Association of Australia (FAAA), Brendan adheres to the highest ethical and professional standards, ensuring his clients receive advice they can trust. Brendan is authorized to provide advice on a broad range of financial products, allowing him to create holistic plans that address various aspects of his clients' financial lives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Brendan Doherty today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Brendan Doherty offer?
Brendan Doherty provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He creates tailored plans to help you achieve your financial goals.
What qualifications does Brendan Doherty have?
Brendan holds a Bachelor of Applied Economics, a Bachelor of Management, an Advanced Diploma of Financial Services (Financial Planning), and a Diploma of Financial Services (Financial Planning). He also has certifications in Margin Lending & Geared Investments and Ethics and Professionalism in Financial Advice.
How does Brendan Doherty approach financial planning?
Brendan takes a holistic approach, considering all aspects of your financial situation to create a personalized plan. He focuses on building long-term relationships with his clients, providing ongoing support and guidance.
What should I expect during my first meeting with Brendan Doherty?
During your initial consultation, Brendan will discuss your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.
Why should I choose Brendan Doherty as my financial advisor?
Brendan is an ASIC-registered financial adviser with extensive qualifications and a commitment to ethical and professional standards. As a member of the FAAA, he provides trusted advice, personalized strategies, and ongoing support to help you achieve financial success.
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