Bradley is a Wealth Adviser of SA Wealth and Finance Broker of SA Wealth Group joining in 2023. He holds a Bachelor of Commerce (Accounting/Finance), a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management, while being accredited to provide advice on Margin Lending Facilities and Direct Equities.
Bradley has previously been a Financial Adviser (August 2018 – December 2022), where he worked mainly with Bache Morris Financial Advice under the guidance of the Late Philip Bache.
He provides tailored solutions that meet client goals and objectives, specialising in retirement planning and wealth accumulation, while providing further advice in relation to superannuation, intergenerational advice, debt management, tax minimisation, income and asset protection and Centrelink strategies.
Outside of work Bradley, is family man who loves spending his time with his partner Hannah, daughter Lyla and his Cavoodle Remi. He also enjoys playing golf and supporting the Adelaide Crows.
I work on an agreed fixed-fee basis, that encompasses the time, complexity and value added to your personal financial circumstances. I ensure that the value and outcomes provided through financial advice will always out weigh the fees for advice.
We are very pleased that we have been able to get Brad back as our adviser. We trust his expertise and feel very confident with his advice.
Brad was fantastic to deal with from start to finish. He assisted with my super, insurances, and investing outside of super. The outcomes projected were amazing. In particular, he assisted with managing my cash flow which I've always found to be a struggle. I couldn't recommend Brad more to my family and friends. Thank you Brad and SA Wealth! 5 stars!!
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce (Accounting and Finance)
SA Wealth Group145 South Tce
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sa Wealth Solutions Pty Ltd