Brad Fensom
Financial Adviser
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About
Brad Fensom is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a strong foundation built upon a Diploma of FP (Kaplan, 2007), Self Managed Superannuation Funds certification (Kaplan, 2008), an Advanced Diploma of FP (Kaplan, 2014), and a Graduate Diploma of Financial Planning (Kaplan Professional, 2023), Brad brings a wealth of knowledge and experience to his clients. Brad is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing tailored financial solutions that meet each client's unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Brad Fensom today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Brad Fensom offer?
Brad Fensom specialises in superannuation, insurance, wealth management, and retirement planning, providing tailored solutions to meet your individual needs.
What qualifications does Brad Fensom hold?
Brad holds a Diploma of FP, a Self Managed Superannuation Funds certification, an Advanced Diploma of FP, and a Graduate Diploma of Financial Planning from Kaplan Professional.
How does Brad Fensom approach financial planning?
Brad focuses on understanding your unique circumstances and goals to develop a personalised financial plan that aligns with your needs and helps you achieve long-term financial security.
What can I expect during my first consultation with Brad Fensom?
During your initial consultation, Brad will discuss your financial situation, goals, and risk tolerance to gain a comprehensive understanding of your needs. This will allow him to develop a tailored strategy that addresses your specific objectives.
Can Brad Fensom help me with my superannuation?
Yes, Brad is an expert in superannuation advice and can assist you with choosing the right fund, optimising your contributions, and planning for a comfortable retirement.
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