wealth adviser specialising in superannuation retirement planning risk insurance investments and estate planning @ MLC Australia
Greater Sydney Area
Brendon Harris CFP®
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Deakin University
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Tell me more about Brendon Harris CFP®?
FlashIntel GPTBrendon Harris CFP(r) is a highly experienced financial advisor with 13.7 years of work experience. Based in Sydney, Australia, he is currently working at Macquarie, a global provider of banking, financial, advisory, investment, and funds management services. Brendon is known for his corporate strength and unique business perspective, delivering tailored solutions to help people make confident financial decisions. He treats and advises his clients the same way as his own family members, always thinking about their best interests and building long-term relationships. Brendon is always open to discussing financial matters and building long-term relationships with clients.
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About
Macquarie is a global provider of banking, financial, advisory, investment and funds management services. At Macquarie, we see opportunities where others don’t. By combining Macquarie’s corporate strength with our unique business perspective, my team and I deliver original ideas and tailored specialist solutions to help people make confident financial decisions about their wealth. I treat and advise my clients the same way that I would my own family members. I always think about what’s in their best interests and what I would do if I were in their situation. I am unwavering in helping my clients achieve their aspirations by being just as passionate about their finances as my own and about building long-term and fruitful relationships with them. I am always happy to have a conversation with you so please feel free to give me a call on 02 8232 7273.
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wealth adviser specialising in superannuation retirement planning risk insurance investments and estate planning
Senior Financial Planner
Financial Services
Brendon Harris CFP®'s Professional Milestones
- Senior Financial Planner (2019-02-01~): Successfully managed complex financial forecasts, ensuring accurate predictions and client needs are met.
- Private Wealth Adviser (2017-09-01~2018-11-01): Providing expert financial advice and guidance to clients, optimizing their investment returns.
Education
Financial Planning And Services
2015-2017Certification
Colleagues
Other Named Brendon Harris CFP®
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Brendon Harris CFP® works for MLC Australia
Brendon Harris CFP®'s role in MLC Australia is wealth adviser specialising in superannuation retirement planning risk insurance investments and estate planning
Brendon Harris CFP® works in the industry of Financial Services
Brendon Harris CFP®'s colleagues are Mary Campbell,Geoff Lloyd,Pippa Abram
Brendon Harris CFP®'s latest job experience is wealth adviser specialising in superannuation retirement planning risk insurance investments and estate planning at MLC Australia
Brendon Harris CFP®'s latest education in Deakin University
