Financial Keys - A member firm of Genesys Wealth Advisers


Brendan Gallagher
MBA, BCom, DipSM, ADFS, CFP®, Accredited SMSF Adviser, ASX Listed Products Accredited

Brendan has over 25 years' experience in financial services. He has been a Principal and Private Wealth Adviser with Financial Keys since 2003. He specialises in providing wealth creation and wealth protection strategy advice to executives, pre and post retirees, high net wealth individuals and leading Australian companies. Brendan enjoys working closely with clients to ensure their advice is tailored to help meet their individual goals. He is a member of the Financial Keys Investment Team.

Brendan is a leading expert on tailoring financial strategies as a result of his many years of experience and extensive education. Prior to becoming a Principal of Financial Keys, he coached Financial Advisers and Accountants on technical financial planning strategies. Brendan has also utilised these skills in designing industry leading financial planning software and web based tools for investors and advisers.

Brendan lives in Sydney with his wife Caroline, three teenage daughters and two golden retrievers and when has time he enjoys playing soccer and tennis.


  • CFP® Certified Financial Planner™

  • Advanced Diploma of Financial Services (Financial Planning)

  • Diploma of Superannuation Management

  • Master of Business Administration

  • Bachelor of Commerce (Economics)

  • Direct Equities Advisory Accredited

  • Self-Managed Super Fund Accredited

  • Margin Lending Accredited


  • Wealth creation and wealth protection strategies for senior executives and their families

  • Wealth strategies for High Net Worth individuals and families

  • Self-Managed Super Funds

  • Estate Planning

  • Corporate Superannuation and Insurance

  • Pre and Post Retirees


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.

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Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys Corporate
Authorised Representative of Financial Keys Advice Pty Ltd

ABN: 70 626 699 607 | AFSL: 509 930