Brad completed a Bachelor of Commerce Majoring in Economics and Financial Planning at Curtin University, graduating as the top student in his major. He followed this up with a Master of Accounting as a post graduate at Curtin.
Starting in the Financial Planning industry in 2007, Brad worked in a technical role with many different practices across Perth before settling into an advisory role in 2013.
He started Guided Investor at the start of 2019 and has never looked back!
We charge a flat fee for advice. Cost will vary dependent on scope and complexity of advice.
Brad did a review of myself and my wife’s financial position and helped us put a plan in place so we could retire at 62 years old and maintain a comfortable lifestyle and continue to do everything we currently enjoy doing.
Great service, Brad has helped us to plan our retirement without needing to work til we’re 90! Having the very confusing world of finance and retirement planning explained clearly and at our pace was extremely helpful. We will certainly be regular customers 😊
Working with Brad from Guided Investor has been an absolute pleasure. Coming from a reasonable knowledge base on the FP process, I felt listened to and respected across every step of the journey, with the end outcomes reflecting everything that was asked for and more.
I would recommend Brad to anyone who is after some solid Financial Planning and Advise, regardless of what part of the journey they are on.
I recently had the pleasure of working with Brad to plan my financial future and I couldn't be happier with the results. From the very beginning, Brad took the time to get to know me and understand my financial goals, which made me feel comfortable and confident in Brad's ability to help me achieve them.
Brad was extremely knowledgeable and professional throughout the entire process, and always took the time to explain complex financial concepts in a way that was easy for me to understand. Brad provided me with personalised recommendations that were tailored to my unique situation and helped me create a comprehensive financial plan that I feel confident in.
Overall, I would highly recommend Brad to anyone looking for a knowledgeable and trustworthy financial adviser. Brad has helped me gain a better understanding of my finances and has given me the tools and knowledge to achieve my financial goals. Thank you so much Brad for all of your help!
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2013
- Years of experience 11
- Master of Accounting
Guided InvestorGround Floor, 315 Bulwer St
Perth, WA 6000
- 8:00am – 4:00pm Monday – Friday
- In person
- Video call
Symmetry Group Pty Ltd