- CERTIFIED FINANCIAL PLANNER®
- Bachelor of Business (Economics and Finance)
By listening to my clients and understanding their financial goals, I can help them achieve financial stability and success.
Working fifteen years in the finance industry, including twelve years as a Financial Planner, Brad brings an experienced outlook to his role with StatePlus. Brad aims to build long and successful relationships with his clients by providing a high level of ongoing service and sound technical knowledge. With his comprehensive experience, Brad offers expert advice across a range of financial strategies including wealth creation and retirement planning. Originally from Melbourne, Brad moved to the Central Coast in 2002 with his wife and two children. He is passionate about Australian Rules Football, particularly Essendon, and loves all sports and outdoor activities, particularly golf and fishing.