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Brad is the Baumgartner Group's Financial Services Partner. He has over 20 years’ experience in the financial services industry, having started his career auditing financial services businesses with PwC. 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 Chartered Accountants Australia & NZ (CAANZ), and the Financial Advice Association Australia (FAAA).
Brad has helped 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 home life revolving around their three children, who actively participate in Australian Rules football, basketball and gymnastics. On weekends Brad enjoys golf, cooking, gardening, and long walks with Molly, the family Labradoodle.
Qualifications and memberships
19 February 2024
Interest Rates, Inflation and Geopolitical Tensions: Implications for Economic Outlook
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