Qualifications
& Memberships
- Certified Financial Planner
- SMSF Specialist Advisor
- Professional Certificate in Self Managed Super
- Justice of the Peace
Areas of
Expertise
Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation
I am a Certified Financial Planner (CFP) with the Financial Planning Association (FPA) and a SMSF Specialist Advisor with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).
I have been providing financial advice since 1980 and I am committed to delivering personalised advice and service with honesty, integrity and diligence.
I help my clients achieve their financial goals and lifestyle objectives and my key areas of expertise are in Superannuation and Retirement Planning (particularly with Self Managed Super Funds), Aged Care and Estate Planning.
Brad's ideas of Financial Freedom
My idea of financial freedom is knowing that your future is financially secure.
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