Brad Gunn
Financial Adviser
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About
Brad Gunn is an ASIC-registered financial adviser based in Newstead, QLD, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from the University of Queensland (1981) and a Diploma of Financial Services (Financial Planning) obtained in 2006, Brad brings a wealth of knowledge and experience to his practice. His qualifications also include specialized training in Margin Lending and Geared Investments from Kaplan (2010) and SMSF expertise through the SuperConcepts & ICFS Specialist SMSF Course from The University of Adelaide (2017). As a member of the Association of Independently Owned Financial Professionals (AIOFP), Brad is committed to upholding the highest standards of ethical conduct and professional integrity. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Brad can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Brad offers a wide range of services to help you navigate the complexities of financial planning: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice 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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Frequently Asked Questions
What types of financial advice does Brad Gunn offer?
Brad Gunn offers advice on a range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What are Brad Gunn's qualifications and experience?
Brad holds a Bachelor of Economics from the University of Queensland and a Diploma of Financial Services (Financial Planning). He also has specialized training in Margin Lending and Geared Investments and SMSFs. With years of experience in the financial services industry, Brad has the knowledge and expertise to guide you through complex financial decisions.
What is the process of working with Brad Gunn?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Brad will then gather relevant information, analyze your needs, and develop a personalized financial plan. He will present the plan to you, explain his recommendations, and work with you to implement the strategies. Ongoing reviews and adjustments are conducted to ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Brad Gunn?
During a consultation with Brad, you can expect a professional, informative, and collaborative experience. He will take the time to understand your unique circumstances, answer your questions clearly and concisely, and provide you with tailored advice to help you achieve your financial goals. You can also expect transparency and honesty in all of his dealings.
Does Brad Gunn specialize in Self-Managed Super Funds (SMSFs)?
Yes, Brad Gunn has completed the SuperConcepts & ICFS Specialist SMSF Course from The University of Adelaide. This specialist training allows him to provide expert advice on all aspects of SMSF management, including establishment, investment strategies, compliance, and wind-up.
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