“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.
Brad has been fantastic. Gave us measured advise that was easy to understand. We are really happy to be dealing with Brad
Brad was very good in coming up with the best strategy to suit my financial position. Highly recommend and would definitely continue to use his services.
Brad has been wonderful in helping us to plan for our future. He and his colleagues are friendly, knowledgeable and attentive to our needs. The level of communication has been outstanding. We have always felt that our questions were answered professionally and promptly. I would definitely recommend Brad and his team.
Great to deal with, had answers to all our questions, very helpful.
Great communication and very easy to deal with.
- Adviser status Silver
- Number of reviews 75
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Financial Wellbeing SolutionsSuite 1, Level 1, 480 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd