Brendan Gallagher

Brendan has over 30 years’  experience in financial services, with the last 20 as a Principal and Private Wealth Adviser with Financial Keys. He specialises in managing the needs and financial strategies of executives, high net worth individuals, retirees and wealthy family groups. 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 Committee.

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

• 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
• Superannuation, including Self-Managed Super Funds
• Estate Planning
• Pre-retirement strategies