Brad has over 15 years’ experience in finance working in a range of roles in major banks, fund managers, boutique financial planning firms and larger corporates.
He is a registered Justice of the Peace and an associate member of the Financial Planners Association (FPA). Brad has completed the Diploma in Financial Planning, Advance Diploma in Financial Planning and is currently studying the Graduate Diploma in Financial Planning through Griffith University. Further to this, Brad is qualified to assist with Self Managed Super Fund and Aged Care advice.
Brad is passionate about helping clients identify and achieve their goals. This can be anything from savings for a house, investing inheritance, structuring superannuation for long term growth or planning your retirement.
He believes in paving a pathway of financial advice to discuss and target your future goals and planned expenses. The earlier in life you engage with financial advice, the greater opportunity there is to achieve your goals.
Brad feels that financial advice is a working relationship best achieved by working together, you need to feel just as comfortable and trusting of Brad as he does with you. This builds a strong and lasting relationship of ease, trust and dependability.
Expertise
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Chelsea Wealth Management Pty Limited
Suite 1, 320 High StPenrith, NSW 2750

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
