Brendon Colville
BBus(Acc) DipFS(FP)
Financial Adviser
"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. Brendon works in the Port Macquarie office, and also services clients from surrounding regions such as Taree, Gloucester, Old Bar, Kempsey, South West Rocks and more.
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
Financial Planning
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Advanced Financial Planning Certificate
Bachelor of Business (Accounting)
Diploma of Financial Services (Financial Planning)
Accredited Aged Care Professional™
Associations
No items found.
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
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.
I am an employee of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance.
