"I filter the white noise and provide you with objectivity and guidance to help you make meaningful decisions."
Brad has been working in the financial markets since 1997. Over his time, he has been an Equity Operator, a Derivatives Operator, has spent a period working for GLG Partners (Hedge Fund) in London and is now a Senior Adviser. Brad holds a Bachelor of Business (Finance) as well as a Graduate Diploma of Applied Finance and Investment.
Services and specialities
- Options and Warrants
- Philanthropic Services
- Portfolio Administration
- Self Managed Super Funds
- Wealth Management
Brad specialises in offering a holistic approach when providing investment advice to meet clients' individual needs. Brad is focussed on wealth creation and providing a high standard of service. His areas of expertise include providing advice on strategies that involve a mixture of equities and derivatives to provide the opportunity to generate extra income for his clients' portfolio.
Industry Education & Experience
- Bachelor of Business, QUT, 1997
- Graduate Diploma of Applied Finance & Investment, Finsia, 2000
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by Edward Street Stockbroking Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Edward Street Stockbroking Pty Ltd, I may be entitled to a share of profits. As a Director of Edward Street Stockbroking Pty Ltd, I will be entitled to a share of profits.
- Derivatives Level 1
- Derivatives Level 2
- Managed Investments
- Margin Lending