William Brennan
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
William Brennan is an ASIC-registered financial adviser based in Edgecliff, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce (Financial Planning) from The University of Wollongong (2019) and having completed FPC002B Ethics and Professionalism in Financial Advice (2024), William is committed to providing ethical and knowledgeable advice tailored to your unique circumstances. William is authorised to provide advice on a comprehensive range of financial products, ensuring your financial well-being is taken care of. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning, helping you navigate the complexities of the financial landscape with confidence. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies for long-term financial growth • Retirement planning to secure your future • Investment advice tailored to your risk profile Ready to take control of your financial future? Contact William today for a consultation and personalised advice.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does William Brennan offer?
William Brennan specialises in providing advice on superannuation, 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.
What qualifications does William Brennan have?
William Brennan holds a Bachelor of Commerce (Financial Planning) from The University of Wollongong (2019) and has completed FPC002B Ethics and Professionalism in Financial Advice (2024).
How does William Brennan approach financial planning?
William Brennan provides personalised financial advice tailored to your specific needs and goals. He takes the time to understand your current financial situation and future aspirations to develop a comprehensive plan that helps you achieve financial security.
What can I expect during my first consultation with William Brennan?
During your initial consultation, William will discuss your financial goals, gather information about your current financial situation, and answer any questions you may have. This meeting will help him understand your needs and determine how he can best assist you.
Why should I choose William Brennan as my financial advisor?
William Brennan is committed to providing ethical and knowledgeable advice, backed by his qualifications and ASIC registration. He provides tailored advice on superannuation, insurance, wealth management and retirement planning, and will work closely with you to develop a plan that aligns with your unique needs and aspirations.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.