Brendan Bate Email & Phone Number

With over 20 years of international and Australian experience in the accounting and financial services industries, I bring a wealth of professional and personal knowledge and expertise to my role as a Financial Adviser at HLB Mann Judd. I have a varied background, from working in technically challenging, dynamic roles in large, agile organisations, including Clough and Wesfarmers, to advising successful families at a boutique financial planning firm in Perth. My focus is building long-term relationships with my clients. I establish trust through a meticulous understanding of my clients' unique and often complex financial situations, goals and needs. I help each of my clients live fulfilling lives and provide them with the tools and guidance they need to achieve their financial goals and legacies. Financial planning can be overwhelming and stressful, especially for busy professionals. I take a personalised approach to understand each client's unique circumstances. I create tailored strategies that provide clients with direction, clarity, capability and confidence. Making complexity simple, yet compelling, I empower clients to be disciplined and remain accountable to themselves. With my extensive knowledge, experience, passion and desire to help people, I am committed to providing exceptional service and guidance to all of my clients, with a focus on helping legal practitioners, medical practitioners, other professionals and successful family businesses to structure their affairs and protect their assets in a tax efficient manner.HLB Wealth Pty Ltd (ABN 13 151 833 082) is a Corporate Authorised Representative (No. 428645) and Brendan Bate is an Authorised Representative (No. 1272327) of Paragem Pty Ltd (ABN 16 108 571 875), holder of Australian Financial Services Licence No. 297276. Learn more about our services by visiting: https://hlb.com.au/locations/perth/wealth-management-perth/

Listed skills include Financial Accounting, External Audit, Financial Reporting, Accounting, and 15 others.