Brad Gunn

Vault Financial Group

Gold
16 Yrs Experience
Brisbane City, QLD 4000
Vault Accountants and Financial Advisers ( Vault ) is a progressive advisory group that offers a compelling array of specialist under one roof. Unlike similiar advisory firms, we are structured to offer expertise across the entire financial planning landscape.  Vault was established by Brad A Gunn in 2009, specically to provide affordable, transparent financial advice and services to clients conveniently under one roof. These services include accounting, tax, financial planning and advice, insurance, property, SMSF ( superannuation ), direct equities and estate planning, all supported by dedicted in-house finance, property and legal specialist.  Having all these services in the one location means it doesnt matter where you are, how big or how small, Vault will efficiently provide simple and cost-effective wealth-building solution for you and your family fully back by our 100% written service guarantee.  Vault is a registered Tax & BAS Agent, Authorised Representative of Shartru Wealth Management Pty Ltd (AFSL 422409) Speak with us now to make an appointment with one of our team.  Call us now on (07) 3608 6800, the first consultation is absolutely free and without obligation.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Vault Financial Group

Level M1, 88 Creek St
Brisbane City, QLD 4000

Opening hours

  • 10:00am – 2:00pm Saturday
  • 8:00am – 6:00pm Monday – Friday

Licensed by

Shartru Wealth Management Pty Ltd

AFSL 422409

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Focussed and informed advisor who understand that some things need to happen now."

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

"Fantastic communicator with prompt, sensible advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brad was helpful, informative and professional through every step of the process. He helped my wife and I combine multiple Super accounts into one SMSF, providing us control over our investments and a tax effective solution to help our savings grow. Brad also helped us sort out insurance that was specific to our needs now and into the future. I would highly recommend Brad's services."

  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education (prev PS146 Training Australia)
Completed
2006

Margin Lending and Geared Investments

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

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1981

SuperConcepts and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Licensed Real Estate Agent

Membership type
Member

National Tax & Accountants' Association (NTAA)

Membership type
Associate
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