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Brad SMITH

 Brad SMITH

Share profile:
718 High Street
Kew East
VIC
3102
AU

Overview CONTACT THE ADVISER

Brad SMITH Brad SMITH

total Reviews

27

Experience

10yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Oak Financial Planning
Oak Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Socially Responsible InvestmentsSocially Responsible Investments

Latest Customer Reviews (3 of 27 total)See all

"Brad is responsive and knowledgeable, we are very happy with the services he provides to us, and would have no hesitation in recommending him to friends and family."

Sue, 65+ 8 Jul 2017

"Very thorough, attention to detail and Brad makes you feel very comfortable talking about your financial concerns and weaknesses, the meeting is all about me and my family, I feel that I am in good hands and being looked after, exceptional service and Brad is a highly experienced planner as well. Highly recommended. "

Yan, Under 35 7 Jul 2017

"Excellent return on last years super. Look forward to Brad continuing to work hard in making profit."

Bill, 56-65 3 Jul 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • Oak Employee of the Year Award (2015)
Years of experience
  • 10 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

718 High Street , Kew East
VIC 3102

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 91% Average Reviews
  • 27 Total Reviews
Sue, 65+08 Jul 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Brad is responsive and knowledgeable, we are very happy with the services he provides to us, and would have no hesitation in recommending him to friends and family."

Yan, Under 3507 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very thorough, attention to detail and Brad makes you feel very comfortable talking about your financial concerns and weaknesses, the meeting is all about me and my family, I feel that I am in good hands and being looked after, exceptional service and Brad is a highly experienced planner as well. Highly recommended. "

Bill, 56-6503 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent return on last years super. Look forward to Brad continuing to work hard in making profit."

Andrew, 46-5530 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad has been fantastic, from the very first phone call he has gone beond what i would expect to be required ,couldn't ask for anything more !"

Michael, 56-6502 May 2017
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"Brad is both persistent and patient. Anyone else would have given up. I am the client from hell, one who hates super and everything to do with it."

Ron, 56-6519 Apr 2017
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"No comment "

Gloria, 56-6524 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My questions were answered patiently and in a way I could understand. My options were given so I could make choices."

Anthony, 46-5511 Mar 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Fast and Efficient"

Dianne, 56-6506 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I always have found Brad to be very helpful and most knowledgeable in the services he provides."

Bret, 56-6502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Bradley to be very friendly and approachable but also very professional and knowledgeable."

Michael, 65+27 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Brad is approachable, knowledgeable and always follows up promptly"

Stuart, 56-6527 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad has shown me a good level of personal care. I appreciated and instituted his advice and felt that he applied himself well to my financial situation. Stuart 3465"

Louise, 56-6523 Feb 2017
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"I've found Brad to be very helpful. He does what he says he's going to do "

James, 35-4521 Feb 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Happy to work with Bradley in the future."

Peter, 56-6516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent service and always great advice.Is prepared to sit with you until you fully understand.Can be contacted easily and always gets back to you promptly.Never felt under pressure to do something I didn't want to."

Alex , 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great service and advice "

Danielle, 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad is very personable and explains things in away that the lay person can understand."

Neil, 56-6515 Feb 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

" "

TONY, 46-5515 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have no problem referring brad to new clients .Very helpful to My needs and alllway asked if there all things else we can Do for you."

Stephanie, 65+15 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found Brad to be very approachable, knowledgeable and down to earth. He has a charismatic personality and approaches his role as a financial advisor in a calm, personable and sensitive manner."

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
21
Customers

#2
Preparing For Retirement
STRENGTH
17
Customers

#3
Insurance Protection
STRENGTH
7
Customers

#4
Household Budgeting
STRENGTH
5
Customers

#5
Savings Investment
STRENGTH
4
Customers

x

Overall rating

100%

BRADLEY SMITH

Company: Oak Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies BRADLEY SMITH is a member of and in what capacity, the licensee or company of BRADLEY SMITH and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of BRADLEY SMITH (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%