- Bachelor of Commerce
- Diploma of Financial Planning
- Certified Financial Planner
- CPA: Australian Society of Certified Practising Accountants
- RG146 Compliant
Brendan has held senior management positions with funds management and Life Offices in a career spanning over 15 years, prior to joining JP Wealth Management, in 2005. Throughout his corpoprate career he was recognised as a top performer and twice won Individual National Business Development Excellence Awards. His areas of specialisation include financial planning, investment advice, including direct shares, Self-Managed Superannuation funds (SMSFs), estate planning and personal risk management.
Brendan is an experienced investment and financial services industry professional. Having been employed by leading institutions has allowed Brendan to identify where conflicts exist between the delivery of advice for individuals by institutions. He is committed to providing expert and transparent advice to all of his clients at every possible occasion, and as such employs the best possible systems and processes to allow this to occur.
Brendan tends to specialise in working with clients of accountants and solicitors through mutual referrals and therefore is comfortable with advice within Trust, Company and Self-Managed Super Fund structures.
JP Wealth Management is a Corporate Authorised Representative of JP Wealth Securities Pty Ltd ABN 38 622 649 825 and is the holder of an Australian Financial Services Licence (No 504325) under which JP Wealth Securities is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
Brendan Shannan is an Authorised Representative No. 296673 of JP Wealth Securities Pty Ltd ABN 38 622 649 825, (AFSL 504325) can provide the following services.
- Financial Planning / Wealth Creation
- Superannuation and Retirement Planning
- Self Managed Super Funds
- Direct Equities
- Margin Lending
- Managed Investment Schemes
- Retirement Planning including Self-Managed Superannuation Funds
- Risk Management
Bachelor of Business degree
Adv Dip FP
All Staff are fully complianct and possess industry and/or tertiary qualifications such as :
Corporate Authorised Representative of JP Wealth Securities Pty Ltd ABN 38 622 649 825, AFSL 504325