Brad Downes

Progressive Financial Planners Pty Ltd

Silver
26 Yrs Experience
Warners Bay, NSW 2282
I am a Certified Financial Planner (CFP) with over 20 years’ experience advising clients on building financial security, boasting a very successful track record. I help my clients to identify what an “ideal life” looks like for them and then help them set the plans in place to achieve their dreams. Basically I help people make smart choices about money! I am the Founder and Director of Progressive Financial Planners. As you would no doubt know the world of finance changes and evolves rapidly which requires a 100% commitment to constant and never-ending education, training and development. My commitment to the Financial Planning profession has seen me for the past 4 years alone being asked to sit on a number of advisory boards such as the AMP Product and Research consultancy group, the Advice consultancy group along with the New South Wales Financial Planners Association. On a professional level I often work closely with my clients accountants, solicitors, bankers and other advisors to make sure there are open lines of communication, ensuring the best possible results for my client. I’m proud to say the vast majority of my clients are referred to me through the word-of-mouth recommendations of very happy clients or indeed the recommendations of other professionals such as accountants and solicitors. My highly professional team and I have successfully grown and developed Progressive Financial Planners to be the customer focused businesses it is today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Progressive Financial Planners Pty Ltd

45 King Street
Warners Bay, NSW 2282

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brad's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brad able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brad's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brad to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brad?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brad provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brad may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brad Downes
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens