Brad Turnbull
Financial Adviser
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About
Brad Turnbull is an ASIC-registered financial adviser dedicated to helping clients in Penrith, NSW, and beyond achieve their financial goals. With a Diploma of Financial Planning from Deakin University (1992), advanced knowledge of Self-Managed Superannuation from The University of Adelaide (2009), and accreditation from the Listed Product Advisor Program at Kaplan Professional (2023), Brad possesses a wealth of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA) and an SMSF Specialist accredited by SPAA, Brad adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies that address your specific needs and aspirations. Brad offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Brad today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Brad Turnbull offer?
Brad Turnbull provides comprehensive financial advice covering superannuation, retirement planning, wealth management, insurance, and investments. He tailors strategies to meet individual client needs.
What qualifications does Brad Turnbull hold?
Brad Turnbull holds a Diploma of Financial Planning from Deakin University, a certification in Self-Managed Superannuation from The University of Adelaide, and is an Accredited Listed Product Advisor. He is also a member of the FAAA and an SMSF Specialist with SPAA.
What is the process of working with Brad Turnbull?
The process typically begins with an initial consultation to understand your financial goals and current situation. Brad will then develop a personalised financial plan, implement the strategies, and provide ongoing support and reviews.
What can I expect during my first meeting with Brad Turnbull?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Brad will explain his services and how he can help you achieve your objectives. It's a chance for both of you to see if you're a good fit.
Does Brad Turnbull specialise in SMSF advice?
Yes, Brad Turnbull holds an SMSF Specialist Accreditation (SPAA) and has advanced knowledge of Self-Managed Superannuation. He can provide expert advice on all aspects of SMSF management and compliance.
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