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Advice Team

 


Brad Twite

 

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
  • Securities
  • Superannuation, and
  • Standard margin lending.

 

Jackson Dongray

 

Authorised Representative Number: 457838

Jackson is an Authorised Representative of Australian Unity Personal Financial Services Limited and an employee of Aspen Corporate Financial Planning Pty Ltd.  

Jackson is a Certified Financial Planner®, and completed his Bachelor of Commerce, with a Financial Planning Major in 2014 from Curtin University. He has over 6 years of experience in the financial planning industry.

Financial services and product types
Jackson is authorised to provide advice in the following areas:

  • Basic deposit products
  • Life insurance
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Securities
  • Superannuation