Page 13 - PSK24 FSCG - Brendan Burrows

Our Financial Advisers and Credit Advisers

About Brendan Burrows

Experience Brendan is a Certified Financial Planner and specialises in
providing high quality investment and retirement planning advice
for executives and professionals, including self-funded retirees
and business owners. He is passionate about providing his
clients with unbiased financial advice, and transforming a
client’s financial situation from something stressful and
complicated into a plan that is simple and clear. Brendan holds
a Bachelor of Commerce from the University of Wollongong, is a
Certified Financial Planner (CFP) through the FPA and an
SMSF Specialist Adviser through SPAA. He also holds a
Graduate Diploma in Financial Planning from Finsia and is a
senior member of various industry associations including Finsia,
FPA and SPAA. Brendan is also a Justice of the Peace.
Phone 02 9324 8817
Email brendan@psk.com.au
Authorised representative number 269295
Credit representative number 462612

Qualifications (Finance related)
Bachelor of Commerce
Graduate Diploma in Financial Planning
Professional memberships

FPA - Financial Planning Association
SMSF Association (SPAA)
Finsia - Financial Services Institute of Australia
Professional designations
CFP - Certified Financial Planner (FPA)
SSA - SMSF Specialist Accreditation (SPAA)
Senior Associate of Finsia

The advice and services I can provide
I am authorised to provide all the services listed in the Our advice and services section of this
guide.

I am also a Credit Representative of Charter and am authorised to provide Strategic debt advice
regarding how to structure debt, suitability of existing loan structures and repayment options. I am
not authorised to provide credit assistance. If you require advice involving mortgages or other
lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid
As a partner with PSK operating a joint venture, I own a 64.72% interest in my Joint Venture with
PSK Financial Services Group Pty Ltd owning 35.28%.
I am paid a distribution of revenue and profit based on my ownership in the Joint Venture.

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