Trusting someone with your financial security is a big deal
That's why we believe it's important you know exactly who you're working with
CFP® ADFS (FP), MBA
As the Director of Prestige Wealth Management, Brendan wears a lot of hats... The most important of these, being a father to four cheeky children and a devoted husband to the real boss, Katie.
Brendan is a recognised Certified Financial Planner, having commenced university in 1997. Brendan has completed a Masters of Business Administration in Accounting and Finance, Diploma of Financial Services and an Advanced Diploma of Financial Planning.
Brendan started Prestige Wealth Management in 2007 with the vision of providing an educational, inspirational space to help his mates and clients alike achieve stress-free financial freedom.
In his spare time, Brendan enjoys giving back to the community and keeping fit playing league, riding his bike with the kids (and pup ollie) and coaching the Burleigh Bears Jr's Rugby League Team.
CFP® ADFP BBus
In 2018, Lisa relocated from Sydney to the Gold Coast with her Husband Anthony and her two beautiful children Charlotte and Sebastian. Lisa and Brendan crossed paths in early 2019 and as a result of their shared approach to Financial Advice, Lisa quickly became a part of the Prestige family.
Lisa currently holds a Bachelor or Business, majoring in Financial Economics and Management and is a recognised Certified Financial Planner.
Lisa established her Financial Planning career in 2006, working across a number of roles within BT Financial Group. With over seven years in the Financial Services industry, Lisa is well regarded as an experienced Financial Adviser and will be working closely alongside Brendan and our valued clients for many years to come.
CLIENT SERVICE MANAGER
Amanda is truly the backbone of Prestige Wealth Management, working alongside Brendan since 2016. With an incredible memory and a genuine interest in every clients life - there is absolutely nothing you don't want to share with Amanda.
If you haven't met Amanda before, there is no mistaking her. Amanda's bubbly voice on the phone or her Cheshire cat grin will have you feeling like you're talking to an old friend, within seconds.
Having worked on the trading floor in Sydney for years, Amanda knows how to hold her own and operate efficiently with everything she does... that includes juggling three sporty children, her husband Adam's plumbing business and Adam himself!
CLIENT SERVICE OFFICER
Georgia joined the Prestige family in 2019 after relocating to the Gold Coast from chilly Canberra with her husband Justin.
Georgia's previous experience as a Executive Assistant across a wide range of industries and a mutual passion for helping clients achieve financial freedom was a perfect fit for the Prestige Wealth Management Family.
If you haven't met Georgia before, it won't be long before you hear from her to schedule your next appointment, update you on your strategy or simply just to check in... so keep an eye on your inbox!