Contact Us

02 9389 0922
02 9389 3748
PO Box 18
Bondi Junction
NSW 1355
Suite 1201
Level 12
1 Newland Street
Bondi Junction, NSW 2022
ABN 27 098 758 877

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Find us at:

 

Level 12, Suite 1201

1 Newland Street

Bondi Junction 2022

 

PO Box 18

Bondi Junction 1355

Our Team

Patrick Maloney – director & Executive PRIVATE WEALTH ADVISER

Patrick is an Authorised Representative of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Authorised Representative Number 242689.

 

Patrick has over 40 years experience in the financial services industry with comprehensive experience in the development of successful wealth building and retirement strategies designed to meet the client’s overall objectives. Patrick has an Advanced Diploma of Financial Services (ADFS) and Chartered Institute of Agency Management.

  

 

Brendan temple-smith – PRIVATE WEALTH ADVISER

Brendan is a Private Wealth Adviser of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Representative Number 001270629.

 

Brendan has worked in the financial industry for several years and has developed a passion for servicing the long-term needs of his clients. His experiences have shaped him into a motivated young man with a well-rounded understanding of the industry. He holds a Diploma of Financial Planning and applies his knowledge to assist his client to achieve their goals whilst working in a firm that matches his outlook on the economy.

 

His role involves providing client service and administration support, as well as working closely with the advisers in developing and implementing advice.