Brad Church

SIA/Finsia qualification

Graduate Diploma of Financial Planning

Career overview

Brad has a strong track record of success with helping high net worth clients attain what's important to them. He has a good understanding of the needs of successful families and extensive experience in high-end technical, taxation and investment matters.

From 2002 to 2004, Brad was ranked in the top 50 financial planners Australia-wide by Personal Investor Magazine Masterclass. He is a Fellow of the Financial Services Institute of Australasia (Finsia) and a Certified Financial Planner™.

Current role

Since joining Goodman Private Wealth Advisers in 1998, Brad has been instrumental in the firm's ongoing quality improvement program.

Brad was appointed to the role of Chief Executive in May 2004. In this role, Brad is responsible for overseeing the development and implementation of the firm's strategic plan.

He is also one of two senior advisers at the firm. As a senior adviser he provides advice to clients who are predominantly successful families with more than $1 million to invest. His advice covers long-term planning, technical and taxation strategy and investment advice, including direct shares.

Contribution to Kaplan Professional (formerly SIA and Finsia)

Brad has been a postgraduate lecturer with Kaplan Professional since 2003.

What Brad says about Kaplan Professional's postgraduate courses

“At Goodman Private Wealth Advisers, we consider postgraduate qualifications a prerequisite for more senior and technically-orientated roles in the organisation. Kaplan Professional is the pre-eminent organisation for postgraduate education in the financial planning industry. Their practitioner model gives students a unique opportunity to learn from real world experiences. That's why we regard Kaplan Professional postgraduate qualifications so highly”