Brendan Mckenzie
Financial Adviser
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About
Brendan Mckenzie is an ASIC-registered financial adviser dedicated to helping individuals and families in Swan Hill and beyond achieve their financial goals. With a strong foundation built upon a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2005, Brendan further honed his expertise with an SMSF Specialist Advisor Program designation from the SMSF Association in 2011 and a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd in 2012. Brendan is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored strategies for retirement planning, ensuring clients can look forward to a comfortable and secure future. Brendan's expertise extends to investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities, allowing him to build well-rounded portfolios that align with each client's unique circumstances and risk tolerance. • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Whether you're just starting your financial journey or seeking to optimise your existing arrangements, Brendan is committed to providing clear, practical, and personalised advice. Contact Brendan Mckenzie today to arrange a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What financial planning services does Brendan Mckenzie offer?
Brendan Mckenzie provides a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment strategies. He tailors his advice to each client's individual needs and goals.
What are Brendan Mckenzie's qualifications and experience?
Brendan Mckenzie holds a Diploma of Financial Planning from the FPA, an SMSF Specialist Advisor designation from the SMSF Association, and a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. He has been providing financial advice since 2005.
What is the process of working with Brendan Mckenzie?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Brendan will then develop a personalised financial plan, which he will review with you and implement upon your approval. Regular reviews are conducted to ensure your plan remains aligned with your changing needs.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The advisor will ask questions to gain a better understanding of your needs and explain how they can help you achieve your objectives. It's a great opportunity to see if the advisor is the right fit for you.
How can financial advice help me achieve my retirement goals?
Financial advice can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, estimated expenses, and investment strategies to generate sufficient income throughout your retirement years. It also includes strategies for managing risks and optimising your superannuation.
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