Bradley Martin

Blueprint Wealth

Gold
15 Yrs Experience
South Perth, WA 6151
Brad Martin is a Certified Financial PlannerĀ® who has been working with the Blueprint Wealth team since 2005. Brad holds an Advanced Diploma of Financial Planning and a Bachelor of Commerce from Curtin University, majoring in Finance and Banking. Brad brings a genuine passion for getting to know his clients and finding a personalized strategy to meet their individual circumstances.

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Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce (Banking and Finance)
  • Language spoken
    • English

Blueprint Wealth

Suite 1, 23 Richardson Street
South Perth, WA 6151

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Brad has an advanced knowledge of financial advice and planning, I would highly recommend him to anyone who has questions in regards to their financial position currently or advice for their future investments. He is very knowledgeable and personable. Kind regards Deborah"

  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Retirement & Pension
  • Complex Investments

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Bachelor of Commerce (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2005

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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