Vault Accountants and Financial Advisers (Vault) was established by Brad A Gunn in 2009, specifically to provide affordable, transparent financial advice and services to clients conveniently under the one roof.
These services include accounting, tax, financial planning & advice, insurance, property, SMSF (superannuation), direct equities and estate planning, all supported by dedicated in-house finance, property and legal specialists.
Having all these services in the one location means it doesn’t matter where you are, how big or how small, Vault will efficiently provide simple and cost-effective wealth-building solutions for you and your family fully backed by our 100% written service guarantee. Vault is a Registered Tax & BAS Agent, Authorised Representative of Shartru Wealth Management (AFSL 422409).
Speak with us now to make an appointment with one of our team. Call us on (07) 3608 6800 or send your enquiry here. The first consultation is absolutely free and without obligation.
Ability - Knowledge - Expertise
Brad has 35+ years in financial services having held senior roles in investment advisory, funds management, practice management and accounting. This b
Jason joined the Vault team in 2014 and is an integral part of the business. Past experience working in the corporate accounting world
Fred started his career journey as an accountant in 2008 before he graduated from his Master of Professional Accounting and Business Administration.
Zubeda started her career in the self-managed super fund space seven years ago when working part time with financial advisers.
Chrissy founded her bookkeeping journey of 14 years through small business MYOB accounting. The vast knowledge of the industry she developed during th
Morgan specialises in Superannuation, Self- Managed Superannuation funds, Insurance, Personal Investment strategies, Taxation strategies as well as Re
Sally has been involved with the business since its inception and has experienced the many sunny days and the occasional thunderstorm
Tony’s expertise in developing relationships for the long term is well recognised by his peers both personally and professionally.
Mark Reardon is our Senior Mortgage Broker and can help you navigate the home loan process. He’ll keep in close contact throughout the application p
Assisting clients at reception and on phone calls, supporting all of the teams at Vault with their administration tasks.