Brendon Alford

• B. Bus – Bachelor of Business , Queensland University of Technology
• CA ANZ – CA Program, Chartered Accountants Australia and New Zealand
• GradDipFinPlan – Graduate Diploma of Financial Planning – FINSIA
• ASX Accredited Derivatives Adviser Level 1 & 2 – Australian Stock Exchange

I grew up in the coastal town of Yamba, in northern New South Wales. My parents were small business owners and I learned at an early age what it takes to run a business and provide for family – having short-term strategies, a long-term plan, and to account for the inevitable good and bad years.

At university in Brisbane, I took a keen interest in accounting and spent my early career in tax and accounting roles. This backdrop showed me the value of not getting caught up with a short-term mindset, deepened my understanding of investments, and led me down a clear path to my career passion in investments and portfolio management. I love the ever-changing nature of investments, with each year bringing new challenges and opportunities. I’m incredibly grateful for the trust my clients put in me. Nothing makes me happier than to see my clients and their families enjoying what they’ve worked hard to build, leaving a legacy for the generations to come.

Outside of work I most enjoy time with my wife and daughter, travel, and training for the next marathon I’m running.