Brendan Hoy has a wealth of financial planning experience, having started his advisory career in 2005. Starting his career as an accountant, Brendan moved to financial advising because he felt it enabled him to more proactively help people. With more than a decades experience under his belt, he joined MJA Financial Services as a Senior Financial Adviser in 2016 and became a partner in 2017.

Brendan gets a buzz out of helping people to achieve their financial and lifestyle goals. Whether it’s retirement planning, estate planning or investment advice, Brendan is here to provide advice and strategies to better his clients’ financial position. He also eases the administrative burden, helping to navigate superfund managers and Centrelink.

Born and raised in Coffs Harbour, Brendan enjoys spending time with his wife Natalie and their two grown up boys, Riley and Carter. An avid reader, he also loves a good game of golf or a spot of fishing.

When he was a boy he dreamed of being cheered on by the crowds as he scored a try for the Wallabies. But these days he’s happy to be cheered on by his clients when he gets their affairs in order and increases their wealth.

Qualifications

Authorised Representative of Financial Wisdom Limited*

Authorised Credit Representative of WB Credit Management Pty Ltd**

Certificate IV Finance & Mortgage Broking (Kaplan)

Diploma in Financial Advice (Tribeca)

Bachelor of Business (Southern Cross University)

Areas of Expertise

Estate Planning

Insurance & Risk Management

Wealth Management

Investment Strategies

Superannuation

Retirement Planning

* Brendan Hoy is an Authorised Representatives of Financial Wisdom Limited, ABN 70 006 646 108, Australian Financial Services Licence No. 231138.

** Brendan Hoy is an Authorised Credit Representatives of WB Credit Management Pty Ltd, ABN 35 145 548 018, Australian Credit Licence No. 386671