"I look to optimise the wealth of my clients by providing them with clear and considered investment advice and strategies."
Brad is a director and branch manager of Morgans Financial Ltd – Newcastle. He joined Morgans with seven years' experience as a consulting civil engineer and has a Bachelor of Engineering from the University of Newcastle. Brad completed his Diploma of Financial Services in 2012 and his Masters of Financial Planning in 2019.
Services and specialities
- Margin Lending and Gearing Strategies
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
Investment Style
Brad focuses on direct market investments for individuals and superannuation funds. He uses the extensive research of the Morgans group, combined with his own knowledge and experience to provide quality investment advice to his clients. Brad has a particular interest in medium to long-term growth portfolios using tax-effective strategies for long-term wealth creation.
Industry Education & Experience
Qualifications
- Master of Financial Planning, Griffith University, 2019
- Bachelor of Engineering (Civil), University of Newcastle, 2002
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- Diploma of Financial Services (Financial Planning) , Mentor Education, 2012
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary. As a shareholder of Cranium Financial Pty Ltd, I may be entitled to a share of profits. As a Director of of Cranium Financial Pty Ltd, I will be entitled to a share of profits.