Brad Gordon

Entrust Wealth Management

Gold
39 Yrs Experience
Perth, WA 6000

Brad joined Entrust as a Senior Investment Adviser in January 2003, and has served

as a Director.

Brad’s experience in the financial services industry began in 1987 and in this time

he has gained a deep knowledge across stockbroking, financial planning and

trustee services. He is one of the most experienced advisers in Western Australia.

Brad provides comprehensive investment advice on a wide range of assets classes. Services include advice on all Securities and Bonds, managed Funds, retirement planning, life insurance, estate planning.

Portfolio Management of client investment portfolios is under Managed Discretionary Authority. Entrust Wealth provides annual taxation summary reports for ease of tax returns, and liaise with your accountant on your behalf, as required.

Brad has a Diploma of Financial Planning from Deakin University, is a Senior

Associate of the Financial Services Institute of Australasia, is a member of the

Financial Planning Association and is also a member of the Australasian Institute of

Company Directors.

Brad is also a recognised Self-Managed Superannuation Fund Specialist Adviser

through the SMSF Association, a Tax (financial) Adviser under the Tax Practitioners

Board and an SMSF Adviser of the Year finalist in 2017; and again in 2018.

Brad is an active participant in the local community, sitting on the board of

Arthritis and Osteoporosis WA and the Perth Cricket Club (WACA delegate).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

we ensure our fees are as tax effective as possible for our clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.99
  • Number of reviews 30
  • First year providing advice 1987
  • Years of experience 39
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Entrust Wealth Management

Level 37, QV1, 250 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Euroz Hartleys Limited

AFSL 230052