Welcome to Brendan Tanwan Financial Services

Brendan Tanwan Financial Services specialises in providing holistic financial planning advice. We will work with you closely in developing a strategy to achieve your financial goals with the ultimate goal of growing and protecting your wealth. We are committed to providing the highest quality of advice in a timely and professional manner.

welcome imageBrendan Tanwan Financial Services Pty Ltd is different to many financial planning practices as it operates under its own Australian Financial Services license (AFSL). The AFSL is held by a company called Your Financial Wellbeing Pty Ltd (AFSL No 411699) which has been issued by the Australian Securities and Investment Commission.

Your Financial Wellbeing Pty Ltd and Brendan Tanwan Financial Services Pty Ltd are owned and managed by Brendan Tanwan.

Unlike most financial planning practices, we are not obligated/aligned to any one financial institution, bank or insurance company. Our strategies and product recommendations are based solely on what will best suit our client’s needs.

OUR BELIEFS

The advice recommended will be structured to your situation, your needs, your goals and your objectives. We will develop a long term strategy focused on reaching your goals and objectives.

We strongly believe that to acheive your long term goals that a well structured review service is put in place to ensure that we are on track to meet these goals. Your situation is constantly changing (as is legislation) and it is important that a review service is in place to accommodate these changes and to evaluate the strategies that have been put in place.

We take pride in delivering our services in a professional and personal manner.

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