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.
- Bachelor of Business – Banking & Finance (QUT)
- Diploma of Financial Planning (Deakin)
- Advanced Diploma of Financial Planning (Deakin)
Membership and Associations
- FPA Associate Member
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Strategic Financial Advice
- 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