Brenden Banks
Financial Adviser
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About
Brenden Banks is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Brenden's commitment to excellence is underpinned by a Diploma of Business and Computing from Lorraine Martin College (1996), a Diploma of Financial Markets from the Securities Institute Australia (2001), and ongoing professional development, including TASA and the TPB Code of Professional Conduct certification from Kaplan Professional (2017). Brenden is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This broad authorisation allows him to create holistic financial plans that address various aspects of his clients' financial lives. Key services include: • Superannuation advice • Wealth management • Investment advice • Portfolio construction Whether you're planning for retirement, building your investment portfolio, or seeking expert guidance on superannuation, Brenden is here to help. Contact Brenden today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Brenden Banks provide?
Brenden Banks specialises in superannuation advice, wealth management, and investment strategies, including securities, derivatives, and government debt securities. He provides comprehensive financial planning tailored to your individual needs.
What qualifications does Brenden Banks have?
Brenden holds a Diploma of Business and Computing, a Diploma of Financial Markets, and certification in TASA and the TPB Code of Professional Conduct. This ensures he has the knowledge and skills to provide sound financial advice.
How does Brenden Banks develop a financial plan?
Brenden starts with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops a personalised strategy, regularly reviewing and adjusting it to ensure it remains aligned with your evolving needs.
What can I expect during my initial consultation with Brenden Banks?
During your first meeting, you can expect a relaxed and informative discussion about your financial goals and concerns. Brenden will explain his approach and how he can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
Does Brenden Banks provide advice to self-managed super funds (SMSFs)?
Yes, Brenden Banks is qualified to provide superannuation advice, which includes SMSFs. He can help you manage your SMSF effectively and in compliance with regulations.
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