Paul Brady

Brady & Associates Pty Ltd

4.90
1 Review
Gold
35 Yrs Experience
Sydney, NSW 2000

Recent reviews

Brady & Associates Pty Ltd

Level 8, 17 Castlereagh Street
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 1
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Brady & Associates Pty Ltd

AFSL 246740

4.90
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing review 1 of 1

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5.00

"My husband and I have been clients of Paul Brady since 2002. We sought Paul's services on a recommendation from a friend, as we wanted to establish a plan that would allow us to be self funded retirees and early retirement. Paul has given us advice on investing for our shares portfolio and superannuation so we have an adequate income stream to accommodate our lifestyle. I found that Paul explained things in a way that was clear and easy to understand. I feel very confident that the advice given to us was right as my husband was able to retire at his planned age (and I am about to retire) and we will have an income stream that will definitely meet our needs very comfortably."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1995

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2000

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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