Brendan is a partner at Nascent Wealth Partners with over 20 years of experience within the banking and finance profession. With a background in lending, foreign exchange, trust administration and estate management, Brendan started his financial planning career in 2006. Since then, he has been publicly recognized by being awarded the Young Planner Award and Compliance and Professional Standards Award.
Brendan can provide SMSF and Margin Lending/Geared Investment advice. Brendan provides financial advice in a wide range of areas including Wealth Management, Personal Insurance, Superannuation, Retirement Planning, Mortgage Broking and Estate Planning. Brendan is driven by providing his clients with straight the point, jargon free advice that is supported by research and strategic recommendations.
Outside of his work, Brendan is a loving Husband and father to three daughters and loves spending time with his family. He loves travelling and is a fanatical follower of the AFL, in particular the Sydney Swans.
Click here to read Brendan Thompson's Adviser Profile.
With over 14 years of experience as a financial adviser, Anthony O’Hara is committed to building long-lasting relationships with clients and providing both professional advice and personal ongoing service. Anthony is driven by helping his clients to clearly define and take charge of their financial future.
Anthony is dedicated to empowering his clients to take an active role in their wealth management journey. As a Certified Financial Planner®, Anthony holds a Master of Applied Finance, a Graduate Diploma in Financial Planning and is a member of the Financial Planning Association of Australia. Additionally, Anthony is a Tax (Financial) Adviser registered with the Tax Practitioners Board, and adheres to all codes of ethics and professional conduct.
Out of the office, Anthony is an acting member of the NSW Rural Fire Service (RFS) and is a fan of the Greater Western Sydney Giants.
Click here to read Anthony O'Hara's Adviser Profile.
Jonathan is passionate about encouraging his clients to take an active role in their financial decisions and believes in the value of financial literacy for people from all walks of life.
Prior to entering the world of financial planning, Jonathan led a fast-paced career as a former chef, where he learnt the importance of creating a work life balance. Having transitioned to a career in financial advice in 2017, Jonathan is driven by leaving a lasting impact on the lives of others. As a husband, and father of two daughters, Jonathan prides himself on providing his clients with the skills to create a secure financial foundation for their loved ones and to simply enjoy life.
Additionally, Jonathan has completed an Advanced Diploma in Financial Planning and is currently studying for his Graduate Diploma.
Outside of financial planning, Jonathan likes to spend time with family and friends. Jonathan is an avid snowboarder, so in the winter, you might see him in the snow. Jonathan is a Cricket fanatic and is a member of the ACT chapter for The Lord Taverners Australia Club. Lord Taverners aims to raise money for the local community helping the disadvantaged young enjoy cricket and sport.
“Life experiences are the building blocks of life in which you grow, learn and share. My goal is to help establish imparting wisdom and help others to achieve their financial and lifestyle success stories"
Click here to read Jonathan Sims Adviser Profile.
I have worked in the financial industry for over 9 years, all of which have been with this office. I am the Client Service Manager and work closely with all our clients and advisers. I support the advisers with technical and administrative input. I am passionate about working with clients so they may build a strong foundation within our office.
Prior to working in the finance industry, I was working in construction and had my own internal fit out company.
Outside of the office I am a loving grandmother of two, enjoy the theatre, movies, and the beach.
I have worked within the Financial Industry since 1996 in a variety of roles ranging from Banking and insurance which lead me to finding my love for Financial Planning. Since 2007 I have worked in the financial planning industry with the last four years being a Client Service Officer at Nascent Wealth Partners.
Outside of work, I like to get away with my hobbies and interests including fishing, snorkelling, and volunteering with animals.