Brendon Gleeson
Senior Private Wealth Advisor
A Financial Adviser with Shaw and Partners since November 2020. Brendon has over 17 years’ experience in the finance industry and is a Certified Financial Planner (CFP). He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Financial Planning (University of Sunshine Coast).
Brendon's strategic focus is on tax, superannuation and portfolio management across direct equities, funds, alternative investments and products. He offers bespoke wealth management services for private clients, his advice focuses on strategic financial planning and investment portfolio strategies to high-net-worth individuals.
Before his time at Shaw and Partners Brendon was a Senior Financial Advisor and Equity Partner at Wilsons Advisory commencing as an advisor in 2007. Prior to Wilsons Advisory Brendon was a Financial Planning Manager with NAB, an advisor with AMP and worked with Zurich in London.
Brendon has been a regular investment presenter with Australian Superannuation Funds Association (ASFA), has appeared on Rainmaker TV as well as Sky Business. Brendon was also a part of the Wilsons Advisory Internal Investment Committee for over 6 years and is currently also an executive committee member of St. Joseph’s College Hunters Hill Old Boys Union.
Brendon is also a regular presenter in Sydney on financial planning strategy and legislation as well as retirement planning and intergenerational wealth.
Qualifications and memberships include:
Bachelor of Commerce (University of Sydney)
Masters in Financial Planning (University of Sunshine Coast)
CFP® Professional and Certified Financial Planner
Member of the Financial Planners Association of Australia.
Phone: (02) 9238 1520
Mobile: (61) 488 104 683
