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.
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 1
- First year providing advice 2013
- Years of experience 10
- 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