Brad Smith Oak Financial Planning Melbourne

Contact info

Brad Smith

Senior Financial Planner

About me

Brad is a highly accredited Financial Planner with over 15 years experience within the industry. Brad is a member of the FPA and has a Diploma in Financial Planning and an SMSF specialist course certificate. With a passion to learn and gain further expertise in his field, Brad has recently completed his Advanced Diploma of Financial Planning.

Brad is an enthusiastic Financial Planner with a strong focus on a holistic approach with his clients. This includes extensive advice upon an evaluation of his client’s current financial and personal situation. He aims to trigger points that his client tend to dismiss as they can be key areas to gaining the best results.

“When working with clients, I collaborate to identify their actual needs, concerns and priorities. With an emphasis on creating a powerful perception of valuable outcomes and benefits, rather than features, process and costs. I provide services that meet client needs, delivered with a certain level of expertise, quality and client enjoyment.

I also stand by the following values:

  1. Commitment – taking the time to listen and understand my clients as this enables me to create, protect and manage the wealth of you and your family through all stages of life.
  2. Collaboration – work together to develop a mutually beneficial long-term relationship that enables you to reach your personal and financial objectives and achieve peace of mind.
  3. Consistency – ensuring I am reliable and readily available to my clients when needed. I reject the set and forget attitude. It is important that the client and myself collaborate together so we continue with a long-term relationship.”

Brad also has a strong passion for financial literacy, and was the creator of a successful financial literacy program within a large financial institution.

Through the success of the program, employees were able to benefit by being further educated, empowered and enhanced in their financial wellbeing.

Skills

Superannuation
100%
Investment
100%
Insurance
100%
SMSF
100%

See testimonials from my clients:

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