Over 35 years experience in investment advisory, funds management, practice management and accounting.
Helping People Achieve
Brad and Sally founder Vault back in 2009, mid-way through the GFC, after identifying an opportunity in the market, the plan then was to incorporate all the financial services under one roof, his clients were sick and tired of running all around town to get their respective advice. Today that is a reality, as Brad says, “our clients only park their car once”. The rest is history.
Brad has over 35 years in financial services having held senior roles in investment advisory, funds management, practice management tax and accounting. The breadth of knowledge and experience he has gained throughout his career coupled with his formal education in economics, accounting and financial planning gives him the ability to provide wholistic wealth advice to individuals, small business owners, large corporate entities and SMSF.
Personally, Brad can identify with many of his clients as he understands what is needed to establish sustainable growth for professionals and businesses. Helping people achieve their own success is the cornerstone of what Brad does. You will regularly see Brad in the media providing commentary and as a regular on radio 4BC.
In his spare time, Brad remains active through boxing and strength training, he has also represented Australia on 8 occasions in the very challenging sport of triathlon. In addition, he has recently stepped down as President of Triathlon Qld after 10 years. Before entering the world of financial services, Brad was a licensed stock / station agent and auctioneer, based in rural Queensland he still has very fond memories of the early mornings at Gracemere Cattle sales.