Authorised Representative No. 1000913
Brad is a Partner and Head of Baumgartner Financial Services. He has over 20 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 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. Brad enjoys playing competitive tennis with a team formed over 30 years ago. To relax you’ll find him in the garden or walking ‘Molly’ the family Labradoodle.
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
Recent articles & stories
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Interest Rates, Inflation and Geopolitical Tensions: Implications for Economic Outlook
Recent economic indicators suggest a complex landscape marked by uncertainties surrounding interest rates, inflation dynamics and geopolitical tensions.
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Contribution caps increase from 1 July 2024
Concessional and non-concessional contribution caps will be lifted by $2,500 and $10,000 a year respectively from 1 July.
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Successful estate planning
When it comes to estate planning, making a start early and accurately is key with these top tips.
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New superannuation laws that significantly affect Australians at all stages of life
New laws have now been passed which make extensive changes to the superannuation rules. They contain a number of valuable planning opportunities and impose new restrictions that are important to be aware of.
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Consultation on the retirement phase of superannuation
With several significant Government announcements affecting financial services recently, we share information on the retirement phase of super consultation.
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David Baumgartner
Managing Partner
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Aaron Fitchett
Partner
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Alex Vrahos
Partner
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Paul Carrazzo
Partner
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Brad Hunt
Partner, Financial Services
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Ross Brown
Partner
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Glenn Brewster
Partner
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Jason Knott
Partner
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James Ridley
Audit Principal
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Kerrin Duczmal
General Manager – Finance
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Julie Tse
Senior Manager
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David Teleki
Senior Manager
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Molly Abuli
Senior Manager