About Us

As a boutique Financial Services Advisor, we pride ourselves on giving you dedicated personal services.  You will always have direct contact with your personal advisor, not just an unknown name on the end of the telephone.  Being true to our company vision ensures you will have confidence in, and enjoy working with our team. Want to know more about what we believe in?

Brendan McAllister – Senior Financial Adviser and Proprietor of Prestige Wealth Management

Brendan commenced university in 1997 and has a Masters of Business Administration in Accounting and Finance, Diploma of Financial Services in Financial Planning and the Advanced Diploma of Financial Services in Financial Planning.  He is currently completing the final subject of his Certified Financial Planning (CFP), and is also a member of the Financial Planning Association (FPA).

Brendan is an Authorised Representative of Garvan Financial Planning, and worked in medium to large financial planning businesses for many years in Brisbane before acquiring Prestige Wealth Management, from Greg Anderson, as his own practice in 2007.  Greg Anderson owned and operated this financial planning practice and worked as a financial adviser for approximately 28 years until deciding to sell the practice to Brendan in October 2007. Greg worked hard to build up the business to the successful model that Brendan took over and has now decided to retire from the industry and enjoy life with his wife and family.

Brendan’s focus is always on the client and providing the best possible outcomes for them.  He works with his clients to help them achieve their financial and lifestyle goals while keeping them in touch with what is happening in the financial market, and how changes within that market may affect their long term goals and expectations for their financial future.

Sharon Williams – Client Service Manager

Sharon has been employed in the financial planning industry for over 7 years, has completed her Diploma of Financial Service (DFP) and also has a banking background.  Her focus is on keeping the clients happy with the service given to them at our practice, and also keeping clients in touch with all aspects of the day to day management of their portfolios.

Sharon is the first point of contact for our clients with any queries on their portfolios, and is always happy to be of assistance where ever she can.