Certified Financial Planner
Brad has been a qualified financial planner since 1999 working for Hillross Financial Services for 6 years and was then with WHK/Crowe Horwath for 9 years in charge of the North Queensland Financial Planning division, before setting up his own business in 2014 to better serve clientele across the state into the future.
Brad has spent time on both a National Investment Committee board and a National Risk Insurance Committee board and been a part of North Queensland’s Emerging Leaders Program. He currently holds a board position on Codebots, the 2018 Qld Start Up of the Year, and manages over $200mil of clients investment monies under his direct advice.
Brad has a Bachelor of Commerce majoring in Accounting and Finance, a Diploma of Financial Planning and has completed the Graduate Diploma Certified Financial Planner program, awarding him the highest designation, Certified Financial Planner (CFP), by the Financial Planning Association (FPA) of Australia.
Brad likes to keep fit and healthy, at the gym and out and about running, swimming and cycling. As part of his psyche to continually improve and challenge himself, in June 2014 he completed his first (and he says last) Ironman in Cairns/Port Douglas! For something a little more relaxing, playing golf or snowboarding is where you’ll otherwise find him.