Brendan Bate
Brendan’s personal mission is to lead an enriching life. As a financial adviser, he helps clients find clarity and unlock the potential of their lives, which empowers them to profit from the richness of life too. For Brendan, an enriching life means an ability to travel and being open to the new experiences and perspectives offered by other people and cultures.
Brendan draws on a wealth of life experience when working with his clients. After working for 18 months in hyperinflationary Zimbabwe to save $200, Brendan travelled alone to Sydney to start a new life in Australia at the age of 23. A chartered accountant, Brendan is fortunate to have worked with supportive and inspiring teams in technically challenging, dynamic roles in large, agile organisations.
Brendan brings his personal and professional experience to Pario with a genuine desire to have a meaningful impact on people’s lives. In his spare time, Brendan enjoys furthering his culinary knowledge of world cuisines to complement his love of food and cooking. He keeps fit and active by running, going to the gym, swimming and with an occasional tennis game. Most of all, Brendan enjoys spending quality time with his family and close friends.
Qualifications/Memberships
- CA Financial Planning Specialist
- Graduate Diploma in Financial Planning, Griffith University 2018
- Bachelor of Accounting Science (Honours), University of South Africa
- Chartered Accountant, member of Chartered Accountants Australia & New Zealand since 2010
- Registered Tax (Financial) Adviser with the Tax Practitioners Board
Areas of expertise
Asset Protection and Business Structures
Business Succession
Estate Planning
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Investment and Portfolio Construction
Strategic Financial Advice
Key Person Insurance Strategies
Experience
- 10 years of experience working with Deloitte in audit and assurance
- 5 years of corporate financial reporting experience including at Clough and Wesfarmers
- Since 2017, totally devoted to helping people live their lives on purpose
Testimonials
“The team at Pario offer a very professional, bespoke and personalised service. They are knowledgeable, respectful and genuinely interested in my financial well-being. I have been extremely happy with their collaborative style and impressive results. They have assisted me to develop well planned structures and strong financial strategies which provide me with the confidence to see a secure outlook. I look forward to continuing to work with Pario in the future.”
JOANNE CRUICKSHANK
“We have worked extensively on mutual clients with the team from Pario for many years. Their high-level care, attention to detail and experience are ‘next level’ and we have always found them very focussed on the best interests of their clients. Like many people, we have a guarded reluctance when referring clients, which is accentuated with financial advisers because of the distinct importance of their role. This is not a concern when it comes to Pario as we are comfortable that they will exceed client expectations and be professional and easy to deal with.”
DANIELLE FAGENTS
MANAGING DIRECTOR
BLACKWOOD PARTNERS PTY LTD
Contact details
Brendan Bate
(08) 9382 3111
Request a meetingPario Financial Management
Suite 4, 29 Hood Street, Subiaco WA 600808 9382 3111
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