Brad is passionate about helping families meet the challenges of managing wealth across generations. Having worked within both a Single Family Office and Australia’s largest Multi-Family Office, Brad has a unique perspective on family wealth. What matters most to Brad is helping the families he works with have a positive impact with their wealth, whether that’s at the individual, family or community level.
Drawing on his expertise in finance, corporate law, family governance and succession, Brad helps to integrate the affairs of families across a range of disciplines, including family strategy, investment management, tax accounting, philanthropy and trustee services.
After six years with Mutual Trust in Melbourne as a Partner in the Family Office team, Brad returned home to Adelaide in December 2018 to establish a South Australian office for the Firm.
Brad holds a Bachelor of Laws, a Master of Applied Finance and Investment and a Diploma of Financial Planning. He has also completed a Family Business Directors Course with Family Business Australia and a Leadership Development Program with the Melbourne Business School.
Already a member?
Login to view this content