Authorised Representative No. 1000913
Brad is the Head of Baumgartners' latest service offering; Baumgartner Financial Services. He has over 15 years’ experience in the financial services industry, having started his career auditing financial services businesses with Price Waterhouse Coopers. He then moved into the personal financial advisory space, providing clients with integrated estate planning, personal insurance, self-managed superannuation, investment cash flow and debt management advice.
During this time he completed his Chartered Accounting (CA) qualification and Graduate Diploma in Financial Planning. He is a member of the Institute of Chartered Accountants (ICAA) and the Financial Planning Association (FPA).
Brad has helped assist many clients build and protect wealth, particularly in the areas of personal financial management, retirement planning, superannuation and estate planning.
Brad and his wife Katie lead a busy life at home, revolving around their three young children, who actively participate in Australian Rules football, soccer and basketball, as well as swimming and gymnastics. Brad enjoys playing competitive night tennis with a team formed over 25 years ago. To relax you'll find him pottering in the vegie patch and enjoying walks with the family labrador.
Qualifications and memberships
- Certified Financial Planner
- Chartered Accountant
- Graduate Diploma Financial Planning
- Bachelor of Commerce (Accounting)
- Bachelor of Arts (HPS & French)
- Member of the Institute of Chartered Accountants
- Member of Financial Planning Association