Chad Brendish
Executive Director,
Financial Adviser
Direct:
(03) 9188 2290(03) 9188 2290
My Mission Statement
Harnessing Morgan Stanley’s global resources to help you grow and protect your wealth.
My Story and Services
Named on Barron’s list of Australia’s Top 100 Financial Advisers for 2019, 2020, 2021, 2022, 2023 and 2024.
Chad is an Executive Director at Morgan Stanley and provides tailored investment and strategic financial planning advice.
Having worked in the financial services industry for over 30 years, holding senior advisory roles at UBS, Merrill Lynch and Commonwealth Bank, Chad’s market knowledge and investment skills on domestic and global investments are widely sought after by clients.
Chad is a co-founder of the BBTD Group at Morgan Stanley.
The BBTD Group at Morgan Stanley is an experienced senior group of advisers that deliver a full scope of professional wealth management services to high net worth individuals and not-for-profit organisations.
Our clients gain access to unique research and investment strategies developed and published by Morgan Stanley. Each strategy is carefully formulated through constant market analysis, industry interaction and collaboration.
Our strategies are augmented by direct access to the institutional investment capabilities of Morgan Stanley both domestically and internationally.
We maintain a particular focus on bespoke investment portfolios constructed around our client's specific risk/return objectives, income and cash flow requirements and capital preservation considerations.
We also support our clients with access to investment banking and global capital markets solutions.
The BBTD Group is:
Brendish, Chad
Batrouney, Nick
Taylor, Arjang
Durakovic, Andrew
The BBTD Group Website
https://adviser.morganstanley.com.au/the-bbtd-group-at-morgan-stanley
Email the BBTD group
bbtd@morganstanley.com
Chad is an Executive Director at Morgan Stanley and provides tailored investment and strategic financial planning advice.
Having worked in the financial services industry for over 30 years, holding senior advisory roles at UBS, Merrill Lynch and Commonwealth Bank, Chad’s market knowledge and investment skills on domestic and global investments are widely sought after by clients.
Chad is a co-founder of the BBTD Group at Morgan Stanley.
The BBTD Group at Morgan Stanley is an experienced senior group of advisers that deliver a full scope of professional wealth management services to high net worth individuals and not-for-profit organisations.
Our clients gain access to unique research and investment strategies developed and published by Morgan Stanley. Each strategy is carefully formulated through constant market analysis, industry interaction and collaboration.
Our strategies are augmented by direct access to the institutional investment capabilities of Morgan Stanley both domestically and internationally.
We maintain a particular focus on bespoke investment portfolios constructed around our client's specific risk/return objectives, income and cash flow requirements and capital preservation considerations.
We also support our clients with access to investment banking and global capital markets solutions.
The BBTD Group is:
Brendish, Chad
Batrouney, Nick
Taylor, Arjang
Durakovic, Andrew
The BBTD Group Website
https://adviser.morganstanley.com.au/the-bbtd-group-at-morgan-stanley
Email the BBTD group
bbtd@morganstanley.com
Services Include
- International Investing
- Advice for Not-for-Profit Organisations
- Advice for Institutions and Government Entities
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
As an experienced, professional adviser, Chad provides personal service, quality advice and tailored investment opportunities that are made possible through the resources and insight of one of the world’s most respected global wealth managers - Morgan Stanley.
Chad provides investment and strategic financial planning advice, focusing on portfolio construction and investment management along with self-managed superannuation fund advice to help clients reach their financial goals.
He is also heavily involved in assisting families, not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively.
Chad provides investment and strategic financial planning advice, focusing on portfolio construction and investment management along with self-managed superannuation fund advice to help clients reach their financial goals.
He is also heavily involved in assisting families, not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively.
Experience
Chad has been in the financial services industry for more than 30 years and has held senior advisory roles at UBS, Merrill Lynch and Commonwealth Bank.
Education
Accredited Derivatives Adviser (level II)
Accredited in Margin Lending with the Stockbrokers Association of Australia
Member of the Morgan Stanley Superannuation Policy Committee
Member of the Morgan Stanley Australian Executive Committee
Member of Financial Planning Association (FPA) CFP Designation
Member of Tax Practitioners Board (TPB)
Accredited in Margin Lending with the Stockbrokers Association of Australia
Member of the Morgan Stanley Superannuation Policy Committee
Member of the Morgan Stanley Australian Executive Committee
Member of Financial Planning Association (FPA) CFP Designation
Member of Tax Practitioners Board (TPB)
Client Service Team
Darren Harris - Client Services Manager
Phone:
(03) 9188 2024(03) 9188 2024
Email:Darren.Harris@morganstanley.com
Lily Shea - Client Service Manager
Phone:
(03) 9188 2388(03) 9188 2388
Email:Lily.Shea@morganstanley.com
Nick Brown
Phone:
(03) 9188 2309(03) 9188 2309
Email:Nicholas.Brown@morganstanley.com
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2290(03) 9188 2290
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact Chad Brendish today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.