Brendan Akeroyd
Financial Adviser
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About
Brendan Akeroyd is an ASIC-registered financial adviser based in Ashgrove, QLD, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong academic foundation including a Bachelor of Business (Management) and a Bachelor of Commerce from the University of Queensland (2002), Brendan further honed his expertise with a Diploma of Financial Services (Financial Planning) from Tribeca (2007), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), and a Certificate IV in Financial Services (Finance/Mortgage Broking) also from Kaplan Professional (2012). As a member of the Finance Brokers Association of Australia (FBAA), Brendan is committed to upholding the highest professional standards and ethical practices. He is authorized to provide advice on a broad 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. Brendan leverages his extensive knowledge and experience to provide tailored strategies that meet each client's unique needs and circumstances. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance and superannuation, Brendan is here to help you navigate the complexities of the financial landscape. Contact Brendan Akeroyd today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brendan Akeroyd offer?
Brendan Akeroyd provides advice on a range of financial areas including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Brendan Akeroyd have?
Brendan holds a Bachelor of Business (Management), a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Certificate IV in Financial Services (Finance/Mortgage Broking).
What is the process for becoming a client of Brendan Akeroyd?
The process typically starts with an initial consultation to discuss your financial goals and current situation. From there, Brendan will develop a tailored financial plan based on your needs. He will then work with you to implement the plan and provide ongoing support and reviews.
What can I expect from a consultation with Brendan Akeroyd?
You can expect a comprehensive review of your current financial situation, a discussion of your financial goals, and personalized advice on how to achieve those goals. Brendan will clearly explain all recommendations and answer any questions you may have.
Is Brendan Akeroyd a member of any professional associations?
Yes, Brendan is a member of the Finance Brokers Association of Australia (FBAA).
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