“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.
We have been client's of Brad's for 5 years when he became our financial adviser after the previous adviser from the same company left. Brad has since moved on to become a partner in his new company. We enjoy that our meetings (except during the major part of the Covid Pandemic) have been in the comfort of our own home. He has assisted us greatly in setting out recommendations for us to achieve our goals and objectives. He has been available at all stages of our relationship, either face to face, on the phone or via electronic means.
Brad was great to deal with and great knowledge in areas that I needed help with.
Brad has always been available to give valuable advice when needed. His is knowledge of finance gives us great solace and security with retirement on the horizon.We would recommend Brad to anyone needing a Financial Adviser with a sound knowledge of Finance and Retirement Planning.
I have known Brad professionally for a few years now. During that time he has always proved to be effective and totally efficient. I would gladly recommend his services
Very thorough and experienced.
- Adviser status Platinum
- Number of reviews 64
- First year providing advice 2007
- Years of experience 15
- Graduate Diploma of Financial Planning
Financial Wellbeing SolutionsSuite 2, Level 1, 480 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd