|I am a Certified Financial Planner (CFP) with over 20 years’ experience advising clients on building financial security, boasting a very successful track record. I help my clients to identify what an “ideal life” looks like for them and then help them set the plans in place to achieve their dreams. Basically I help people make smart choices about money!
I am the Founder and Director of Progressive Financial Planners.
As you would no doubt know the world of finance changes and evolves rapidly which requires a 100% commitment to constant and never-ending education, training and development. My commitment to the Financial Planning profession has seen me for the past 4 years alone being asked to sit on a number of advisory boards such as the AMP Product and Research consultancy group, the Advice consultancy group along with the New South Wales Financial Planners Association.
On a professional level I often work closely with my clients accountants, solicitors, bankers and other advisors to make sure there are open lines of communication, ensuring the best possible results for my client.
I’m proud to say the vast majority of my clients are referred to me through the word-of-mouth recommendations of very happy clients or indeed the recommendations of other professionals such as accountants and solicitors.
My highly professional team and I have successfully grown and developed Progressive Financial Planners to be the customer focused businesses it is today.
Financial Planning Association of Australia
Outside the office you’ll find me:
With my wife Kath & 2 young daughters Eva & Ruby or Flying Paragliders, surfing, riding dirt bikes, kite surfing, camping caravanning with family & friends in our spectacular country.
Brad’s dreams are:
To be an outstanding husband to my wife Kath and to raise my girls to be happy, healthy, confident, grateful fun loving adults. To live a life on purpose to live a life by design. To be a positive influence in our local community and also within the Financial Planning Profession. To help as many people as possible achieve their financial freedom!