Authorised Representative Number: 237784
Brad is an Authorised Representative of Australian Unity Personal Financial Services Limited and Managing Director of Aspen Corporate Financial Planning Pty Ltd.
Brad is a Certified Financial Planner® professional, and has over 17 years of experience as a Financial Planner. Brad completed a Bachelor of Economics and Finance from Curtin University in 1990, and an Advance Diploma of Financial Planning in 2004.
Financial services and product types
Brad is authorised to provide advice in the following areas:
- Basic deposit products
- Life insurance
- Government debentures, stocks and bonds
- Managed investment schemes
- Superannuation, and
- Standard margin lending.