Brad Downes
I am a Certified Financial Planner (CFP) with 25 years’ experience advising clients on building financial security, with a very successful track record. I help my clients to identify what an “ideal life” looks like for them and then help set the plans in place to achieve that. Basically, I help people make smart choices about their money!
I am the Founder and Director of Progressive Financial Planners.
As you would no doubt know the world of finances 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 chair a number of advisory boards such as product research consultancy groups, advice consultancy groups as well as both state and national Financial Planners Associations.
On a professional level often work closely with my client’s accountants, solicitors, bankers and other advisers to make sure there are open lines of communication, ensuring the best possible results for our clients.
I am 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.
Our highly educated and professional team and I have successfully grown and developed Progressive
Financial Planners to be the customer focused business that it is today.
Qualifications:
Certified Financial Planner (CFP)
Diploma of Financial Planning (Dip FP)
Justice of the Peace (JP)
Graduate Diploma of Financial Planning (Grad Dip FP)
Memberships:
Financial Planning Association of Australia
Outside of the office, you will find me:
With my wife Kath and our three children, at our surf retreat in Crescent Head, flying a multitude of different aircraft, riding dirt bikes, kite surfing, camping, and caravanning with family and friends in our spectacular country.
My dreams are:
To be an outstanding husband to wife Kath to raise our children to be happy, healthy, confident, grateful and 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 within the Financial Planning Profession. To help as many people as possible achieve their financial freedom!
