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Brad Speering

Speering Wealth

24 Yrs Experience
Kiama, NSW 2533

I have been assisting my clients in reaching their goals for more than 22 years.

My success as an advisor is derived from a thoughtful & thorough approach to problem-solving & financial advice. My focus is on ensuring clients are provided with well researched, appropriate and strategically sound advice that aims at a balance between maintaining current lifestyle aspirations with attaining desired future outcomes.

I strongly believe in my professional obligations and that my role as a financial planner is to assist my clients in all aspects of their financial life.

I hold a Diploma of Financial Advising, am a FPA Certified Financial Planner (CFP) & am a FASEA accredited advisor. I am an Authorised Representative of Matrix Planning Solutions.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

We are generally structured with a flat fee for service fee structure for both Initial & Ongoing advice, however we are happy to discuss alternative fee arrangements and will use insurance commissions where this is more suitable or viable for clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP) Program
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Speering Wealth

Suite 3, 126 Terralong St
Kiama, NSW 2533

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256