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
My fees
I offer a free initial consultation for potential new clients.
Get in touchwe ensure our fees are as tax effective as possible for our clients.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- 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 TerracePerth, WA 6000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Euroz Hartleys Limited
AFSL 230052