Brad Mottershead
Financial Adviser
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About
Brad Mottershead is an ASIC-registered financial adviser based in Wollongong, NSW, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning (DFP1) from FPA acquired in 2004, Brad has built a strong foundation of knowledge and experience over the years. He further enhanced his expertise through the SMSF Adviser Education Program, Margin Lending Certification, and the ASX Accredited Listed Products Adviser Program. As a member of the Financial Advice Association of Australia (FAAA), Brad adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. Whether you're looking to secure your future, protect your assets, or plan for a comfortable retirement, Brad can provide tailored solutions to meet your unique needs. • Superannuation advice • Insurance solutions • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Brad today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brad Mottershead offer?
Brad Mottershead provides advice on superannuation, insurance, and retirement planning. He can help you with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Brad Mottershead have?
Brad holds a Diploma of Financial Planning (DFP1), is an SMSF Adviser Education Program graduate, and has certifications in Margin Lending and the ASX Accredited Listed Products Adviser Program.
How can Brad Mottershead help me plan for retirement?
Brad can assess your current financial situation, understand your retirement goals, and develop a personalized retirement plan that incorporates superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is the process for working with Brad Mottershead?
The process typically begins with an initial consultation to discuss your financial goals and needs. Brad will then gather information, analyze your situation, and develop a tailored financial plan. He will explain the plan in detail and provide ongoing support and guidance.
What should I expect during my first meeting with Brad Mottershead?
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 you to get to know Brad and determine if he is the right financial adviser for you.
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