Brendan Cosgriff
Financial Adviser
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About
Brendan Cosgriff is an ASIC-registered financial adviser based in Bundoora, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Business from La Trobe University (1980) and as a member of CPA Australia (CPA), Brendan brings a wealth of knowledge and experience to his practice. Authorised to provide advice on a comprehensive range of financial products, Brendan can assist you with superannuation, insurance, wealth management, and retirement planning. Whether you need guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, or Government Debt Securities, Brendan has the expertise to help you make informed decisions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Brendan is committed to providing personalised, tailored advice to meet your specific needs. Contact Brendan today to discuss your financial future and discover how he can help you achieve your goals.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brendan Cosgriff offer?
Brendan Cosgriff is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Brendan Cosgriff's qualifications?
Brendan Cosgriff holds a Bachelor of Business from La Trobe University (1980) and is a member of CPA Australia (CPA).
How does Brendan Cosgriff approach financial planning?
Brendan takes a personalised approach to financial planning, tailoring his advice to meet your individual needs and goals. 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?
During your initial consultation, Brendan will discuss your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives. This is a great opportunity to ask questions and get to know Brendan's approach.
Can Brendan Cosgriff help me with my retirement planning?
Yes, Brendan specialises in retirement planning and can provide advice on superannuation, retirement income streams, and strategies to maximise your retirement savings.
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