Director Brendan Bate

About
Brendan

With over 20 years of international and Australian experience in the accounting and financial services industries, Brendan brings a wealth of professional and personal knowledge and expertise to his role as a Director at HLB Wealth.

Brendan has worked in technically challenging, dynamic roles in large, agile organisations, including Clough and Wesfarmers. Prior to joining the HLB Wealth team in 2023 as a Financial Adviser, he held a similar advisory role at a boutique financial planning firm in Perth. Brendan’s focus is building long-term relationships with his clients. He establishes trust through a meticulous understanding of his clients’ unique and often complex financial situations, goals and needs. Brendan helps each of his clients live fulfilling lives and provides them with the tools and guidance they need to achieve their financial and legacy goals.

Financial planning can be overwhelming and stressful, especially for busy professionals. Brendan takes a personalised approach to understand each client’s unique circumstances. He creates tailored strategies that provide clients with direction, clarity, capability and confidence. Making complexity simple, yet compelling, Brendan empowers clients to be disciplined and remain accountable to themselves.

With his extensive knowledge, experience, passion and desire to help people, Brendan is an invaluable member of our team. He provides exceptional service and guidance to HLB Wealth’s clients with a focus on helping legal and medical practitioners, other professionals and successful family businesses to structure their affairs and protect their assets in a tax efficient manner.

Brendan was promoted to the position of Director within HLB Wealth in July 2025.