Brendon Gleeson – Consistency Over Speed: Lessons from 23 Years in Private Wealth

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Brendon Gleeson, a senior private wealth manager at Shaw and Partners with over 23 years of experience in the finance industry. Brendon shares his career journey - from graduating from St Joseph’s College and starting out in prospecting during the turbulent days of September 11, to leading the GP Wealth Team. He discusses their shift from traditional stockbroking models toward a comprehensive, multi-asset class "family office" style solution that balances growth and capital preservation. Brendon opens up about the work ethic he learned from his parents, how basketball shapes his mindset on team accountability, and the value of joining external boards to broaden business thinking. He also offers practical advice for young grads on the critical importance of picking up the phone, avoiding haphazard risk allocation, and understanding that building wealth is best done slowly and consistently. This episode is packed with insights for anyone interested in modern private wealth management, the mechanics of high-performing teams, and driving reliable client-focused outcomes. [00:00:00] – Introduction: Meet Brendon Gleeson, Senior Private Wealth Manager at Shaw and Partners [00:02:11] – The GP Wealth Team: Evolving from Traditional Stockbroking to a Multi-Asset Family Office Model [00:03:46] – AI, Scale, and Business Growth: Navigating Market Noise and Finding Opportunity [00:05:55] – Sponsorships and Community: Shaw and Partners' Commitment to Grassroots Surf Lifesaving [00:08:34] – Career Beginnings: Early Days in Prospecting, the Associate Program, and Bridging the Knowledge Gap [00:11:47] – The Power of the Phone: Why Human Connection Still Dominates the Wealth Management Landscape [00:14:04] – Mentorship and Accountability: Parent Work Ethic, Basketball Lessons, and Senior Peer Influences [00:18:00] – Aligning with Clients: Co-Investing, Driving Growth, and the Real Meaning of Success [00:19:44] – Entrepreneurial Advice: Scalable Mindsets, External Boards, and the Time Commitment of Business Exits [00:23:59] – Navigating Bumps in the Road: Moving Away from Single Asset Volatility to Core-and-Satellite Strategies [00:25:58] – Career Advice for Grads: Structure, Planning, and the Dangers of Haphazard Risk Allocation [00:28:47] – Quickfire Questions: First Jobs, Paper Runs, RSL Tips, and NBL Basketball Finals [00:31:33] – Final Thoughts and Connecting with Brendon Gleeson on LinkedIn Grow Your Wealth Podcast Website: https://www.ipartnerspodcast.com.au iPartners Website: https://www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd