Brad Smith

Financial Wellbeing Solutions

Platinum
15 Yrs Experience
Melbourne, VIC 3004
“When working with clients, I collaborate to identify their actual needs, concerns and priorities. With an emphasis on creating a powerful perception of valuable outcomes and benefits, rather than features, process and costs. I provide services that meet client needs, delivered with a certain level of expertise, quality and client enjoyment'. With over 15 years experience within the industry, a member of the FPA and continued accreditations I am able to deliver the desired results to my clients.  I am enthusiastic about my role as a Financial planner and hold a strong focus on a holistic approach with his clients. This includes extensive advice upon an evaluation of his client’s current financial and personal situation. I aim to trigger points that client tend to dismiss as they can be key areas to gaining the best results. I also stand by the following values: 1.Commitment – taking the time to listen and understand my clients as this enables me to create, protect and manage the wealth of you and your family through all stages of life. 2.Collaboration – work together to develop a mutually beneficial long-term relationship that enables you to reach your personal and financial objectives and achieve peace of mind. 3.Consistency – ensuring I am reliable and readily available to my clients when needed. I reject the set and forget attitude. It is important that the client and myself collaborate together so we continue with a long-term relationship.” I have a strong passion for financial literacy, and was the creator of a successful financial literacy program within a large financial institution. Through the success of the program, employees were able to benefit by being further educated, empowered and enhanced in their financial wellbeing.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 61
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Financial Wellbeing Solutions

Suite 2, Level 1, 480 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.65
61 Reviews
5
4
3
2
1
4.70
Clear communication
4.60
Knowledge & expertise
4.70
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 61

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4.50

"My main focus in engaging Brad, was to discuss my super & retirement. Reviewing my current state / plans and estimating my future super fund. I found the assessment of my financial situation & insight into appetite for risk. The guidance provided has given me confidence that I am on the right track & provided clarity on my goals & what I’m working towards."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brad has always been a professional adviser and has been extremely helpful in relation to my Superannuation and Retirement issues. He has been my adviser in relation to these matters for quite sometime now. Brad has always been available when his services and advice were needed. Moreover he takes the time to meet and explain matters and has always returned calls. He is reliable and follows through issues when submitted. Upon his advice, I recently changed my Retirement Fund Company to lower fees and for better performance which I envisage will occur in the future. Brad is a dedicated to his company and clients."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Brad assisted my husband and I with our superannuation plans and adjustments. He was able to advise us both in building our superannuation plans."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent Financial service from Brad. Brad looked after all our Financial needs regarding a Superannuation claim, and investment funds. Brad kept in touch with what was happening all the way through the process. I felt very confident in Brad's advice and explanation given all the way through the process. I would highly recommend Brad and Astute Financial."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Brad was very knowledgeable and arranged everything as discussed in a timely manner."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very confident that I am in a safe pair of hands Never feel pressurised into making decisions , but rather I feel confident that I am being advised to go along lower risk pathways to achieve sustainable growth . Feel confident that Brad fully understands my conservative investment views"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Brad has helped to find ways to reduce my debt and taxable income and hopefully hae a retirement income to live comfortably on in the near future."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"brad smith was very good and very helpful and got us on track with our finances again"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brad has given my wife and i better understanding of financial matters and future investments."

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

"Excellent service from the start Always there to help with questions and advice Highly recommend his services"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 61

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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