Brad is the Founder and Principal Adviser at Guided Investor, a boutique financial planning firm helping Australians take control of their finances and build long-term wealth. With over 18 years of experience, Brad specialises in creating tailored strategies to help clients work toward financial independence.
He holds a Bachelor of Commerce (Economics & Financial Planning) and a Master of Accounting from Curtin University, where he graduated top of his class in Financial Planning. Since entering the industry in 2007, Brad has worked with a wide range of practices across Perth, gaining deep technical expertise before stepping into an advisory role in 2013.
In 2019, he launched Guided Investor to deliver clear, practical, and values-aligned advice. His approach is strategic but down-to-earth—designed to simplify decision-making and empower clients to reach their goals with confidence.
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Expertise
My feesGet in touchOur initial consultation is $110, which is credited towards the cost of your tailored financial plan if you decide to proceed.
We operate on a flat-fee basis, with the total cost clearly outlined in a personalised Quote for Advice. This will depend on the scope and complexity of the advice being provided.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 11
- First year providing advice 2013
- Years of experience 12
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Highest qualification
- Master of Accounting
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Language spoken
- English
Guided Investor
Suite 3a, 356 Oxford St
Leederville, WA 6007Opening hours
- 8:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Symmetry Group Pty Ltd
AFSL 426385