Welcome to Energy Financial Planning [“EFP”], where we bring a touch of "old-fashioned" service and unwavering expertise to the modern world of financial advice. With over two decades of experience in the field, our Principal, Brad Gunn, embodies our commitment to providing open, honest, and transparent communication, always acting in the best interest of our clients. Brad's journey to becoming a licensed financial adviser is a testament to his dedication. He began his career as a cattle auctioneer in regional Queensland, studying diligently during the evenings and outside the rugby season. His relentless pursuit of knowledge culminated in the acquisition of multiple qualifications, and since then, he has never looked back. In today's rapidly changing financial landscape, Brad empathises with the unique needs of our clients. Our expertise extends to various areas, including insurance solutions, superannuation and SMSF, wealth management, financial education, and complex investment strategies. At EFP, our unwavering commitment to client service is our hallmark. We take pride in focusing on one client at a time, ensuring that they receive our undivided attention and personalised advice. Our dedication to excellence is further underscored by our 100% money-back guarantee – no questions asked – if you are not completely satisfied with our service levels. Thank you for considering EFP as your trusted partner in navigating the complexities of your financial journey. We look forward to serving you with dedication, integrity, and the highest standards of professionalism. Brad A. Gunn is an 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) 3130 8581, the first consultation is absolutely free and without obligation.
I've thoroughly enjoyed working with Brad. He is approachable, reliable, and holds a thorough knowledge and experience of all aspects of financial planning that have been relevant to my needs.
From the first meeting walking into Brad’s office, I knew we have finally found the right person to assist on complex matters. My husband and I meet Brad with a few issues relating to self manage super and in a few meetings he identified, gave us appropriate advice and found solutions to the many problems we had - more than what our previous accountant did in the 5 years we were with them! He’s honest, straight to the point and has your best interests at heart. Now 4 years later as his client I can’t imagine anyone else who I could trust.
As a client of Brad's for over 10 years, I have only received professional advice and exceptional service. Brad understands and listens to my needs and provides knowledge delivered with confidence and assurance. Brad also shows compassion and enjoys a laugh.
Easy and no nonsense approach.
Brad's industry knowledge and guidance in comparing various insurance policies gave my family peace of mind. He is highly responsive and genuinely cares about his clients.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2006
- Years of experience 17
- Bachelor of Economics
Energy Financial PlanningGasworks, Lobby 1, Level 2, 76 Skyring Terrace
Newstead, QLD 4006
- 8:00am – 6:00pm Monday – Thursday
- In person
- Video call
Shartru Wealth Management Pty Ltd