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Brendan Bate

With over 20 years of international and Australian experience in the accounting and financial services industries, I bring... | Greater Perth Area, Greater Perth Area, Australia

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Brendan Bate’s Location Greater Perth Area, Greater Perth Area, Australia

Brendan Bate’s Expertise 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/

Brendan Bate’s Current Industry Hlb Mann Judd

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Work Experience

Hlb Mann Judd

Financial Adviser

Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Pario Financial Management

Financial Adviser

Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Fitzpatricks Private Wealth

Associate

Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Griffith University

Student - Graduate Diploma of Financial Planning

Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Wesfarmers

Group Accountant

Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Clough Amec Pty

Senior Project Accountant

Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Clough

Group Financial Accountant

Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Forge

Financial Controller - Corporate

Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Deloitte

Client Manager

Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Deloitte

Senior Analyst

Wed Nov 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Deloitte

Audit Supervisor

Fri Mar 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

Brendan Bate Email Addresses

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FAQ About Brendan Bate

Brendan Bate is located at
Greater Perth Area, Greater Perth Area, Australia

Brendan Bate is a
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/ Hlb Mann Judd

Brendan Bate currently works in the
Hlb Mann Judd

Brendan Bate specializes in
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/

Brendan Bate speaks the following languages:
No languages available.

Brendan Bate has prior experience in the following industries:
Pario Financial Management , Fitzpatricks Private Wealth , Griffith University , Wesfarmers , Clough Amec Pty , Clough , Forge , Deloitte , Deloitte , Deloitte

Brendan Bate has the following professional experience:
Hlb Mann Judd , Pario Financial Management , Fitzpatricks Private Wealth , Griffith University , Wesfarmers , Clough Amec Pty , Clough , Forge , Deloitte , Deloitte , Deloitte .