Bachelor of Commerce/Law – BCom/LLB (University of Tasmania)
Graduate Diploma of Financial Planning (Securities Institute)
Brad joined the financial advisory industry in 1995 after gaining practical experience as a lawyer and was appointed a Principal in 1998. Specialising in retirement planning and Self-Managed Superannuation Funds, Brad has developed a significant and loyal client base, working with high net worth individuals and their other professional advisers to deliver truly integrated advice and service. Through First Financial, Brad provides clients with expertise in all matters financial, while focussing on the personal, long term relationships that makes his role so rewarding.
While it has always been about more than investing client funds, Brad has been instrumental in delivering First Financial’s unique investment philosophy together with real benefits from strategic planning. With decades of experience and a strong technical background, Brad’s aim is to make complex issues simple.
For Brad, it has always been about representing his clients without fear or favour, being successful together. Time has proven that success can take many forms, from achieving more traditional financial goals to the many lifestyle and family goals that are the real successes for so many of Brad’s clients.
Brad is married and has young twin boys to keep him on his toes. A long time Richmond resident, he enjoys the close local community and remains a tortured Richmond supporter.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities | Self Managed Superannuation Funds | Margin Lending
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Margin lending facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: Richmond