Brendan Foley

Financial Advisor

Brendan’s areas of expertise include superannuation, retirement planning, investments and personal insurance. Brendan started his financial services career in public accounting in 1988 and transitioned to financial planning in 1990. He is passionate about working with his clients to provide tailored solutions to meet both their short and long term financial goals.

Brendan has a Bachelor of Commerce and Diploma of Financial Planning. Brendan is a Certified Financial Planner with the Financial Planning Association of Australia as well as holding the CPA designation under the Australian Society of Certified Practicing Accountants.

A perfect weekend for Brendan would include a morning round of golf, afternoon trip to Kardinia Park to watch the mighty Cats followed by dinner and a glass of red with family and friends. Brendan’s homemade bacon and egg rolls fuel the family on a Sunday morning before a dog walk along Thirteenth Beach to round out his ideal weekend.