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Brad Cole

Brad Cole Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Brad has over 26 years’ experience, both in Australia and overseas, helping clients plan for and achieve what is most important to them. He specialises in holistic financial planning advice for high net worth individuals and their families.

The fundamental reason Brad joined the advice profession is because he has a genuine desire to help people and enjoys solving complex problems. Working as a financial adviser allows him to combine his strategic and technical expertise with his natural empathy for others to provide solutions for people to meet their financial and lifestyle goals.

His clients appreciate his approachable nature and feel comfortable to ring him about anything. He feels it is a great privilege to be known as his client’s trusted professional.

Brad enjoys the variety of work and has guided clients through multiple scenarios including planning for retirement, managing the transition to retirement, structuring the investment of a windfall and navigating changes in life circumstances.

He is married with 2 children and in his spare time he enjoys soccer, golf and travelling.

Qualifications/Memberships

Professional Qualifications

  • Bachelor of Business – Banking & Finance (QUT)
  • Diploma of Financial Planning (Deakin)
  • Advanced Diploma of Financial Planning (Deakin)

Membership and Associations

  • FPA Associate Member
  • TASA

Areas of expertise

Estate Planning

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Experience

  • 26 years industry experience with CBA, Barclays Wealth (UK) and Halifax Building Society (UK)
  • 16 years advisory experience – last 6 years with Commonwealth Private Ltd

Contact details

Brad Cole

0400156645

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Level 23, 215 Adelaide St, Brisbane Qld 4000

0400156645

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