Executive leadership team
Our executive leadership team embodies a wealth of experience and strategic vision, guiding our commitment to excellence and innovation in the financial services industry. Together, we drive transformative solutions that empower our clients to navigate complexities and achieve sustainable success.
Brendan Gorman
Consultant, Oceanic Consulting Group
Brendan Gorman
Consultant, Oceanic Consulting Group (OCG)
Brendan is a financial services professional with over 10 years’ industry experience.
He has developed an extensive knowledge of financial advice from roles at ANZ Financial Planning and BT Financial planning as a financial planner/senior financial. Brendan is well versed in the provision of comprehensive and compliant holistic financial advice to a diverse HNW and SME client base.
Brendan is an experienced senior advice remediation professional with experience in assessing complex to highly complex financial advice against relevant regulatory obligations, licensee requirements and applicable advice remediation project methodology through his roles at OCG, KPMG and BT.
EXPERTISE
Remediation
Holistic Financial Advice
Relationship Building
Retirement & Estate Planning
QUALIFICATIONS
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Self Managed Super Fund
Margin Lending
Accredited Listed Product Adviser
Bachelor of Business
Master of Financial Planning
Master of Applied Finance
