Brendan Atkins

Senior Adviser & Partner
Darwin Office

CFP®, DipFP

Located in the Darwin CBD, Brendan has been providing financial advice to hundreds of professional business owners, retirees and high net worth individuals, on wealth creation and protection, for over 25 years.

Brendan commenced his career as a general and life insurance agent in 1987. He was subsequently invited to join an independent, general insurance brokerage as a Partner, to provide personal risk and financial planning advice. Brendan now specialises in more complex personal wealth creation and business succession strategies.

An avid sailor and Offshore Yacht Master, with a passion for offshore racing, he spends much of his spare time cruising and racing yachts locally and internationally. He has also been very active as a volunteer in local sailing, particularly the Darwin Sailing Club, as well as other sailing organisations.

Brendan is active within several charitable organisations, particularly, HPA Disability Services, as a board member.

Other experiences which Brendan has enjoyed are scuba diving, camping, bush walking and mountaineering, having travelled many times in pursuit of these pastimes.

Brendan and his partner Kerri enjoy an active family life with two children, Lucas and Rosie.

EXPERTISE

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

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

  • Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
  • Kaplan – Ethics and Professionalism in Financial Advice course;
  • Diploma of Financial Planning;
  • Certified Financial Planner (CFP)®;
  • Kaplan – Self Managed Superannuation Funds course;
  • Accredited Listed Product Adviser Program (ALPA) course; and
  • Kaplan – Margin Lending and Geared Investments.

Brendan is a member of the Financial Advice Association of Australia (FAAA) and 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.

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