Over 30 years experience in investment advisory, funds management, practice management and accounting.
Helping People Achieve
Brad has over 30 years in financial services having held senior roles in investment advisory, funds management, practice management 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.
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.
In his spare time, Brad remains active through boxing and strength training, he has also represented Australia on 8 occasions in short & long course triathlon. In addition he has recently stepped down as President of Triathlon Qld after 10 years.