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Brendon Colville

Brendon Colville

BBus(Acc) DipFS(FP)
Authorised representative number: 001258961

Financial Planner

"I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan."
Brendon's passion is supporting and educating clients using his knowledge and experience, to help them make well-informed decisions in relation to their own financial situation. Brendon's specialty is in wealth creation strategies and he has a broad technical knowledge.

Investment Style

Brendon adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Services and Specialties

Retirement and Estate Planning
Financial Planning
Superannuation Advice
Self-Managed Super Funds
Portfolio Administration

Qualifications and Professional Affiliations

Bachelor of Business (Accounting)
FPC002B Ethics and Professionalism in Financial Advice
Advanced Financial Planning Certificate
Diploma of Financial Services (Financial Planning)
Accredited Aged Care Professional™


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Margin Lending
Financial Planning
Managed Investments
Life Insurance
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.