Positive
Reviews above 3.0 stars
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Reviews below 3.0 stars
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Reviewer opinions
About me
I have been providing professional financial solutions to clients since 1999. I am passionate about the Financial Services industry and how advisers can help clients understand the big picture. The aim of our business is to provide our clients with Financial Certainty. (through clarity, confidence and taking action.)
Reviews
4.8
out of 5 starsRod
35-45 years old"Brad has given us advice for our SMSF, Wills and EPOA. He has always been able to explain things to us in a clear way. Brad is approachable, friendly and professional and knowledgable. Through Bradley's knowledge and experience, I feel very confident that the advice given was right for my needs. We have always received Brad's full care and attention when we needed it."
08 Feb 2021Margaret
65+ years old"Bradley has given me advice on my super fund for the past 10 years I have always found him to be easy to talk too and understand when he is explaining why he is giving certain advice I feel confident he has my interest at heart and he and his staff are always knowledgeable and careing "
19 Jan 2021Jane
56-65 years old"Its always great to hear Brad's professional opinions when reviewing my portfolio. His knowledge and approach are outstanding."
15 Dec 2020Geoff
56-65 years old"Brad has given Donna and myself advice for a long period of time and we have transitioned through various situations to be in a positive space with a real and achievable retirement plan. Brad is always able to explain things to us in a clear way. Through Brad's knowledge and experience, we feel very confident that the advice given is right for our needs. We receive Brad's full care and attention when we needed it. Brad has worked to build an open, transparent and trusting working relationship with us and understands us, our needs and our goals. "
01 Nov 2020Alfred
56-65 years old"We have been a client of Brads for some time now and have always found Brad to be reliable and extremely helpful in looking after our future have upmost confidence in any advice give . "
27 Aug 2020Glenn
65+ years old"Bradley has given me advice in areas including Investments, Super Funds, Cash Flow and Income. Bradley and his team always explains things to me in a clear and concise way. Through Bradley's knowledge and experience, I feel very confident that the advice given is right for my needs. I always received Bradley's full care and attention when I needed it.""
03 Aug 2020My Expertise
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Borrowing
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Budgeting
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
Key information
- Adviser rating
- Platinum
- Years Experience
- 23 Years
- Highest qualification
-
Certified Financial Planner (CFP)
- Industry Memberships
-
1 total
- Address
- 94 Memorial Ave
Maroochydore, QLD, 4558 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Guide Financial Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Australian Advice Network Pty Ltd
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Licensee owned by
AUSTRALIAN ADVICE NETWORK PTY LTD
My Qualifications
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Margin Lending (2010)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Australian Securities Exchange Securities (2008)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Self Managed Superannuation Funds (SMSF) (2004)
Level of Qualification: Training / Exam / Other
Institution: TAL
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Certified Financial Planner (CFP) (2000)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Bachelor of Business (1993)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Griffith University
My Memberships
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Financial Planning Association of Australia (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- starting from $2200
- Ongoing Advice
- starting from $2100
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Rod
35-45 years old"Brad has given us advice for our SMSF, Wills and EPOA. He has always been able to explain things to us in a clear way. Brad is approachable, friendly and professional and knowledgable. Through Bradley's knowledge and experience, I feel very confident that the advice given was right for my needs. We have always received Brad's full care and attention when we needed it."
08 Feb 2021Customer opinions
Margaret
65+ years old"Bradley has given me advice on my super fund for the past 10 years I have always found him to be easy to talk too and understand when he is explaining why he is giving certain advice I feel confident he has my interest at heart and he and his staff are always knowledgeable and careing "
19 Jan 2021Customer opinions
Jane
56-65 years old"Its always great to hear Brad's professional opinions when reviewing my portfolio. His knowledge and approach are outstanding."
15 Dec 2020Customer opinions
Geoff
56-65 years old"Brad has given Donna and myself advice for a long period of time and we have transitioned through various situations to be in a positive space with a real and achievable retirement plan. Brad is always able to explain things to us in a clear way. Through Brad's knowledge and experience, we feel very confident that the advice given is right for our needs. We receive Brad's full care and attention when we needed it. Brad has worked to build an open, transparent and trusting working relationship with us and understands us, our needs and our goals. "
01 Nov 2020Customer opinions
Alfred
56-65 years old"We have been a client of Brads for some time now and have always found Brad to be reliable and extremely helpful in looking after our future have upmost confidence in any advice give . "
27 Aug 2020Customer opinions
Glenn
65+ years old"Bradley has given me advice in areas including Investments, Super Funds, Cash Flow and Income. Bradley and his team always explains things to me in a clear and concise way. Through Bradley's knowledge and experience, I feel very confident that the advice given is right for my needs. I always received Bradley's full care and attention when I needed it.""
03 Aug 2020Customer opinions
Neil
46-55 years old"Bradley has given me financial advice for quite some time now. I have always been confident his advice is well thought out and the best fit for my needs, along with well backed up information to support his recommendations. "
20 May 2020Customer opinions
Sandy
46-55 years old"Bradley's knowledge, advice and ability to connect with his client so helpful, easy and stress free! I would highly recommend Bradley and the Guide Financial team. "
06 Nov 2019Customer opinions
Ruth
65+ years old"I feel confident with Bradley' s advice and recommendations . He displays respect and understanding of my needs in all situations . He has an honest practical and dependable approach to my business matters . I feel confident and comfortable in his guidance and advice . "
29 Oct 2019Customer opinions
Barbara
65+ years old"Bradley has always made me feel very confident with any of the decisions he has advised regarding my super. It's a bit daunting with the state of the economy and gloom and doom, however after 10 years managing my precious funds, feel Bradley has my best interests at heart and have been very happy with his advice."
04 Oct 2019Customer opinions
Olga
65+ years old"Bradley has always given me advice in areas including SMSF, property management, shares etc. I feel very confident that the advice given was right for my needs. Bradley also provides opportunities for listening to excellent speakers. These events are very informative. I am very happy with the service he provides."
30 May 2019Customer opinions
Blair
65+ years old"Bradley is always available when you need to speak with him which is very important to me. He seems very knowledgeable about the the market and market predictions, explains his views and gives advice i n a commonsense way. Bradley and the office staff are very welcoming and when you enter his office it has a very relaxing and pleasant atmosphere, with even his dress sense conveying this mood instead of him sitting there in a stuffy suit. "
29 May 2019Customer opinions
Brian
65+ years old"Bradley has given me advice in all aspects relevant to me circumstances. Bradley was usually able to explain things to me in a clear way. I feel very confident that the advice given was right for my needs. I am always happy with Bradley's advice and direction in all matters. I feel very confident that the advice given was right for my needs as usual. I have always received Bradley's full care and attention when I needed it."
22 Apr 2019Customer opinions
Ian
56-65 years old""Bradley has given me advice in areas regarding Superannuation and Retirement Issues. Bradley was usually able to explain things to me in a clear way. Through Bradley's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Bradley's full care and attention when I needed it.""
06 Dec 2018Customer opinions
Catriona
56-65 years old"Always love meeting with Brad - always reinforces my confidence that he and Guide are doing the best FOR ME! He and the other professionals looking after my needs are always available for any queries/problems or worries I may have."
03 Dec 2018Customer opinions
Heather
56-65 years old"Bradley has given us support and advice for many years in all areas of finance, investments, super funds and managing debt. We feel very confident that the advice given was right for our needs at the time and he is attentive to our future needs and strives to make that happen for us."
15 Sep 2018Customer opinions
Blair
65+ years old"Bradley and his staff members are always readily available to answer any queries. He takes a personal interest in his clients and as a result the advice and service given is second to none. "
18 Nov 2016Customer opinions
Carol
65+ years old"Personal Friendly informed professional knowledgeable competent staff provides information sessions regularly always provides documents for clarity "
18 Nov 2016Customer opinions
Anita
35-45 years old"I have always found Bradley to be a genuine no-nonsense, straight-talking adviser. He provides sound guidance and planning, and understands our personal and professional situations well. He has helped me personally grow my superannuation substantially and also provided personal insurance strategies that have evolved with my earnings. "
18 Nov 2016Customer opinions
Tania
46-55 years old"Awesome adviser - explains things in a way which makes it very easy to understand different options available and therefore the decision making process is simplified. Have been with him for nearly 20 years and would highly recommend his ability to cut through the bullshit."
17 Nov 2016Customer opinions
Carol
65+ years old"I first met Bradley in early 1999. At that time I was working for a firm of Solicitors and Bradley frequented the office to assist clients of the firm regarding investments, superannuation and preparing for retirement. Bradley assisted me with investment of funds on behalf of my mother and ultimately for my husband and I. Bradley has been our adviser for more than 10 years and manages our investments. Bradley is very honest and hard working and always makes time for his clients no matter how busy he is. My husband and I trust him implicitly and we would highly recommend him to any person needing the services of a Financial Adviser"
17 Nov 2016Customer opinions
Peter
65+ years old"we are very happy with Brads service he is excellent Peter 4556 "
17 Nov 2016Customer opinions
Patsy
65+ years old"I have been a client of Bradley's for over 15 years and would recommend him to anyone looking for advice."
17 Nov 2016Customer opinions
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