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(AR 325421) Brad has a strong passion for financial literacy and was the creator of a successful financial literacy program. With nearly 20 years’ experience in the financial services industry he aims to set himself apart, providing his clients with a consistent personal and professional service, focused on holistic advice with tailored solutions.
Brad aims to identify every client’s unique financial position and their objectives so he can develop strategies that thoroughly meet their needs. The end result provides empowerment and financial confidence to his clients with real value and benefits that will improve their financial wellbeing now and further on.
Strong ongoing relationships with his clients are pivotal, being their trusted adviser and sharing their continued financial success is a key priority. He strives to enhance the status of his profession as he is proud to be an Adviser for Astute Melbourne City South/Gippsland.
As a member of the Financial Planning Association Brad is committed to the growth and integrity of the financial planning profession.
