Team

Brendan Atkins

Financial Adviser & Partner

CFP®, DipFP
Darwin Office

Meet Brendan

Located in Darwin’s CBD, Brendan Atkins is a Partner and Senior Adviser at Halpin Wealth, bringing over 25 years of expertise in wealth creation, retirement planning, and business succession strategies. Brendan has worked with hundreds of professional business owners, retirees, and high-net-worth individuals, tailoring solutions that align with their financial goals and aspirations.

Brendan began his financial services career in 1987 as a general and life insurance agent before becoming a Partner at an independent insurance brokerage. Over the years, his focus shifted toward addressing more complex financial needs, including wealth creation strategies and succession planning for businesses. His deep industry knowledge allows him to deliver tailored advice with confidence and clarity.

A passionate sailor and Offshore Yacht Master, Brendan spends much of his spare time cruising and racing yachts both locally and internationally. His dedication to sailing extends to volunteering with the Darwin Sailing Club and other community organisations. Brendan is also active in philanthropy as a board member of HPA Disability Services, contributing to local causes close to his heart.

Outside of work, Brendan enjoys an active family life with his partner Kerri and their children, Lucas and Rose. His adventurous spirit has led him to explore scuba diving, camping, mountaineering, and bushwalking, pursuits that have taken him around the world.

Feel free to connect to explore how Brendan can support your financial goals.

EXPERTISE

  • Private Client Wealth Creation Solutions
  • Business Succession Planning
  • Retirement Planning
  • Self-Managed Superannuation Funds (SMSFs)
  • Direct Equity Investments
  • Personal and Business Insurance Strategies
  • Margin Lending and Debt Management

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

  • Diploma of Financial Planning, Deakin University
  • Certified Financial Planner (CFP®)
  • Ethics and Professionalism in Financial Advice, Kaplan
  • Self Managed Superannuation Funds, Kaplan
  • Margin Lending and Geared Investments, Kaplan
  • Accredited Listed Product Adviser Program (ALPA) course
  • Financial Adviser Standards and Ethics Authority (FASEA) Accredited
  • Member of the Financial Advice Association of Australia (FAAA)
  • Member of the SMSF Association

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.