"Creating, managing and protecting wealth through effective financial management is my core objective. I take a holistic approach considering wealth creation, estate planning, risk management, retirement planning and portfolio management."
Brad has been in the financial services industry since the early 2000s, primarily in financial planning and long-term wealth management. He has a Bachelor of Economics, Graduate Certificate in Applied Finance and a Diploma of Financial Services (Financial Planning).
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
Investment Style
Brad focuses on long-term wealth creation and portfolio management. Brad works to develop robust and disciplined strategies that consider superannuation, retirement, insurance and estate planning. Investment proposals include consideration of an extensive range of opportunities. The result is a complete wealth management service that is customised to meet the particular long-term goals of each client.
Industry Education & Experience
Qualifications
- Bachelor of Economics, Adelaide University, 2003
- Diploma of Financial Services (Financial Planning) , Kaplan, 2008
- Graduate Certificate in Applied Finance, Kaplan, 2012
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- 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 as your adviser by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.