"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."
Brad holds a Bachelor of Business Administration degree from Texas State University, a Diploma in Financial Markets and a Diploma in Financial Planning. Prior to joining Morgans in 2004, Brad was with Ansett Airlines, Adsteam Marine and Rio Tinto in human resources/payroll roles.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Brad works closely with his clients and focuses on taking an active approach to long-term wealth management, by tailoring each client's portfolio to suit their individual goals and objectives. Brad places a strong emphasis on building trust and long-term relationships with his clients and endeavours to do this through regular and honest communication.
Industry Education & Experience
Qualifications
- Bachelor of Business Administration, Southwest Texas State University, 1991
- Diploma of Financial Markets, Finsia, 2007
- Diploma of Financial Services (Financial Planning) , Kaplan, 2010
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.