Press Release: Appointment of Partner, Brad Hunt
March wrapped up with a very exciting milestone for Baumgartners, with the admission of a new Partner to the professional services firm in Melbourne.
Brad Hunt has distinguished himself as Head of Baumgartners Financial Services by assisting clients to build and protect wealth, particularly in the areas of personal financial management, retirement planning, superannuation and estate planning.
He works extensively with high net worth individuals as a family office manager, advisor and confidante. With his financial accounting background and ongoing commitment to professionalism in financial planning, Brad has a broad advisory tool kit and delivers a collaborative and considered approach.
Brad is widely recognised for his knowledge, passion and commitment to quality and client service which has benefited Baumgartners’ clients, colleagues and the wider community.
In his new role, Brad will add depth to the Baumgartners Partnership Group across key areas of the business and he will be instrumental in executing the firm's commitment in Melbourne.
Group Managing Partner David Baumgartner said:
“Brad offers a caring and practical approach to our family office capability through his investment advice, superannuation, retirement and estate planning services".
“We are delighted in congratulating Brad on this major accomplishment. His appointment will deepen the financial services expertise available to our growing client base.”
Brad is a Chartered Accountant (CAANZ) and Certified Financial Planner (CFP) with over 20 years’ experience as a Financial Advisor and Authorised Representative. Starting his career auditing financial services businesses with PwC, he then moved into the personal financial advisory space, providing individuals and business owners with integrated estate planning, personal insurance, self-managed superannuation, investment cash flow and debt management advice. He also holds a Graduate Diploma in Financial Planning and is a member of the Financial Planning Association (FPA).
For enquiries please contact:
Aaron Fitchett
af@baumgartners.com.au
+61 (3) 9851 9000
Brad Hunt’s full professional profile: https://www.baumgartnerfs.com.au/people/brad-hunt
Author
Aaron Fitchett
Partner
Aaron is the tax partner at Baumgartners. He is a Chartered Tax Adviser with 18 years’ experience advising private and corporate clients on a wide range of tax and commercial matters. Aaron also represents clients in disputes with the Australian Tax Office and state revenue authorities. Aaron holds a Master of Taxation from UNSW and is an active member of the Taxation Institute of Australia.
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