Brad advises our clients on their personal superannuation and retirement planning across a range of areas including tax effective contribution and benefit strategies, investment structuring, asset protection and estate planning.
A significant portion of Brad's practice involves consulting to larger superannuation funds on the development of policies and procedures to comply with prudential standards.
- Large and small superannuation funds
- Industry representative organisations
Memberships & Qualifications
- Authorised representative of Pitcher Partners Investment Services Pty Ltd (AFSL No. 229887)
- Bachelor of Business (Monash University)
- Fellow of the Financial Services Institute of Australia
- Graduate Diploma Financial Planning (FINSIA)
- Member of the Australian Superannuation Fund Association
30th November 2016
The new rules mainly apply from 1 July 2017 and broadly mean people with
pension balances greater than $1.6m will pay more tax on investment earni...
7th June 2016
From a policy perspective, the winding back of incentives to save for
retirement and the retrospective nature of many of the proposals are
18th March 2016
.. Possible Changes
We’ve heard very little thus far about specific plans or changes to the
superannuation system, but given media commentary a...
Services & Specialisations