2/79 High Street, Belmont, VIC 3216
Elders Financial Planning Brendan O’Rourke, Belmont, VIC
Elders Financial Planning Brendan O’Rourke
updated more than 2 years ago
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Description
At Elders Financial Planning Geelong we take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live your lifestyle of choice.
Elders Financial Planning Geelong understands the importance of putting in place an ongoing planning process to help you achieve your lifestyle goals.
Company description
Brendan has worked in the financial services industry since 1985 and has worked as an Adviser Since 1995. Brendan holds an Advanced Diploma in Financial Services. He has expanded his knowledge by completing additional specialist training in the areas of Self Managed Super Fund advice, Gearing and Direct Shares. As an Authorised Representative, Brendan works in the best interests of his clients and believes in helping them build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, risk insurance and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions that his clients can easily understand.
Categories & Keywords
- Financial Planning
- Financial Advisor
- Personal Financial Planning
- Financial Consultant
- Financial Advisory Services
- Retirement Advisor
- Investment Advisor Search
Official Data
Company Number
16 117 195 800
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- 37 Main Road
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