Authorised Representative of Insight Investment Services/ Director and Senior Financial Adviser / Dip FS (FP) / A.A.S
Brad has 29 years’ experience and commenced in the financial services industry in Australia in 1997, prior to this he was a financial adviser in the Seattle area, United States for 5 years. Brad has held senior positions in Corporate, Business, Premier, and Private banking financial planning and worked with clients from all walks of life.
Brad is well qualified to recommend and provide advice and expertise in all areas of financial advice and takes pride in creating and tailoring personalised strategies for each client to help them achieve their goals.
Authorised Representative of Insight Investment Services / Director & Financial Adviser / BComm / Adv Dip FP
Matthew has been working in the investment industry since he graduated from University in 2010, initially within the property sector before moving into financial advice in 2014.
Since then Matthew has worked extensively with a range of clients including business owners and private wealth clients from all walks of life. Matthew provides service and expertise in all areas of financial advice and takes pride in creating and tailoring personalised strategies for each client to help them achieve their goals.
Authorised Representative of Insight Investment Services/ Financial Adviser/ MFin/ Adv Dip FP
I have worked in the industry since 2007 in various roles including Senior Paraplanner, Operations Manager and Financial Planner. I have provided financial advice to clients in all stages of their life, guiding their journey to financial freedom.
Lex has over 20 years' experience in the financial services industry and currently manages the administration requirements of the office.