Bradley Wall

Guide Financial Pty Ltd

Platinum
24 Yrs Experience
Maroochydore, QLD 4558
I have been providing professional financial solutions to clients since 1999. I am passionate about the Financial Services industry and how advisers can help clients understand the big picture. The aim of our business is to provide our clients with Financial Certainty. (through clarity, confidence and taking action.)

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 23
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Guide Financial Pty Ltd

94 Memorial Ave
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday, Friday
  • 9:00am – 6:00pm Tuesday, Thursday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.85
23 Reviews
5
4
3
2
1
4.80
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"Brad has given us advice for our SMSF, Wills and EPOA. He has always been able to explain things to us in a clear way. Brad is approachable, friendly and professional and knowledgable. Through Bradley's knowledge and experience, I feel very confident that the advice given was right for my needs. We have always received Brad's full care and attention when we needed it."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bradley has given me advice on my super fund for the past 10 years I have always found him to be easy to talk too and understand when he is explaining why he is giving certain advice I feel confident he has my interest at heart and he and his staff are always knowledgeable and careing"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Its always great to hear Brad's professional opinions when reviewing my portfolio. His knowledge and approach are outstanding."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brad has given Donna and myself advice for a long period of time and we have transitioned through various situations to be in a positive space with a real and achievable retirement plan. Brad is always able to explain things to us in a clear way. Through Brad's knowledge and experience, we feel very confident that the advice given is right for our needs. We receive Brad's full care and attention when we needed it. Brad has worked to build an open, transparent and trusting working relationship with us and understands us, our needs and our goals."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been a client of Brads for some time now and have always found Brad to be reliable and extremely helpful in looking after our future have upmost confidence in any advice give ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bradley has given me advice in areas including Investments, Super Funds, Cash Flow and Income. Bradley and his team always explains things to me in a clear and concise way. Through Bradley's knowledge and experience, I feel very confident that the advice given is right for my needs. I always received Bradley's full care and attention when I needed it.'"

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Bradley has given me financial advice for quite some time now. I have always been confident his advice is well thought out and the best fit for my needs, along with well backed up information to support his recommendations."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bradley's knowledge, advice and ability to connect with his client so helpful, easy and stress free! I would highly recommend Bradley and the Guide Financial team."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel confident with Bradley' s advice and recommendations . He displays respect and understanding of my needs in all situations . He has an honest practical and dependable approach to my business matters . I feel confident and comfortable in his guidance and advice ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bradley has always made me feel very confident with any of the decisions he has advised regarding my super. It's a bit daunting with the state of the economy and gloom and doom, however after 10 years managing my precious funds, feel Bradley has my best interests at heart and have been very happy with his advice."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
TAL
Completed
2004

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1993

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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