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BK

Brendan King

Financial Adviser

Capital Managers Pty Ltd
West Perth, WA 6005

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About

Brendan King is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2001) and specialized knowledge in Self Managed Superannuation Funds from Kaplan (2017), Brendan provides comprehensive and tailored financial advice. Brendan is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He offers a holistic approach to financial planning, focusing on building long-term relationships with his clients and providing them with the knowledge and support they need to make informed decisions. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Brendan King today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation Advice Retirement Planning Wealth Management Insurance Solutions Investment Advice SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000236523

Verify on ASIC Register

Authorised Representative Number

000294681

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Brendan King offer?

Brendan King specializes in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He provides tailored solutions to meet your individual needs.

What qualifications does Brendan King have?

Brendan King holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2001) and has completed specialized training in Self Managed Superannuation Funds with Kaplan (2017).

What is Brendan King's approach to financial planning?

Brendan King takes a holistic approach to financial planning, focusing on building long-term relationships with his clients. He provides personalized advice and ongoing support to help you achieve your financial goals.

How can Brendan King help me with my retirement planning?

Brendan King can help you develop a comprehensive retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. He can provide advice on superannuation, investments, and other retirement income sources.

What should I expect during my first meeting with Brendan King?

During your first meeting with Brendan King, you can expect a thorough discussion of your financial situation, goals, and objectives. He will take the time to understand your needs and provide you with an overview of how he can help you achieve your financial aspirations.

Get in Touch

Contact Brendan directly for personalised advice.

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.