Brendan Jones


Paraplanner | Portfolio Reporting Manager

How long have you been in this industry? 2 ½ years

What were your previous occupations? Qualified Cabinet Maker and Under-ground Coal Miner.

What are your Qualifications? I completed a Bachelor of Commerce with Distinction (Majored in Finance) – RG 146 compliant - through USQ, in April 2014.

How did you get started in your industry? I began by doing work experience with another Financial Planning firm. After 6 months this become a part-time role. 

What advice would you give someone starting out in your industry? Be prepared to read a lot of material and take notes.

What do you enjoy most about where you work? Great work environment in the office and the opportunity to increase my knowledge and skills, particularly in regards share research.