About

Brad has over 30 years of financial services experience, both in Australia and in the UK. He has been a financial adviser for over 20 years.

Based in Brisbane, he joined Fitzpatricks in 2020, after over a decade at Commonwealth Bank as a Private Wealth Manager (Commonwealth Private) and Senior Financial Planner (Commonwealth Financial Planning).

Brad combines his strategic and technical expertise, with his interpersonal skills and empathy for others, to solve his clients’ problems and guide them to achieve their financial and lifestyle goals. He specialises in meeting the needs of High Net Worth families, including managing the transition of wealth to the next generation.

Brad holds a Bachelor of Business and an Advanced Diploma of Financial Planning. He is an associate member of the Financial Advice Association Australia (FAAA).

Qualifications & Memberships

  • Financial Advice Association Australia (FAAA)
  • Bachelor of Business (Banking & Finance) – Queensland University of Technology
  • Diploma of Financial Planning – FPA (facilitated through Deakin)
  • Margin Lending and Geared Investments – Kaplan Professional
  • SuperConcepts & ICFS Specialist SMSF course – University of Adelaide