Bradley Broad
SA Wealth Group
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.
Expertise
My fees
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.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 10
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Commerce (Accounting and Finance)
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Language spoken
- English
SA Wealth Group
145 South TceAdelaide, SA 5000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Sa Wealth Group
AFSL 525627
