Senior Financial Planner
Oak Financial Planning
Oak Financial Planning
Brad is a highly accredited Financial Planner with over 15 years experience within the industry. Brad is a member of the FPA and has a Diploma in Financial Planning and an SMSF specialist course certificate. With a passion to learn and gain further expertise in his field, Brad has recently completed his Advanced Diploma of Financial Planning.
Brad is an enthusiastic Financial Planner with a strong focus on a holistic approach with his clients. This includes extensive advice upon an evaluation of his client’s current financial and personal situation. He aims to trigger points that his client tend to dismiss as they can be key areas to gaining the best results.
“When working with clients, I collaborate to identify their actual needs, concerns and priorities. With an emphasis on creating a powerful perception of valuable outcomes and benefits, rather than features, process and costs. I provide services that meet client needs, delivered with a certain level of expertise, quality and client enjoyment.
I also stand by the following values:
- Commitment – taking the time to listen and understand my clients as this enables me to create, protect and manage the wealth of you and your family through all stages of life.
- Collaboration – work together to develop a mutually beneficial long-term relationship that enables you to reach your personal and financial objectives and achieve peace of mind.
- Consistency – ensuring I am reliable and readily available to my clients when needed. I reject the set and forget attitude. It is important that the client and myself collaborate together so we continue with a long-term relationship.”
Brad also has a strong passion for financial literacy, and was the creator of a successful financial literacy program within a large financial institution.
Through the success of the program, employees were able to benefit by being further educated, empowered and enhanced in their financial wellbeing.
See what our clients say
“Brad looked at our Superannuation and Allocated Pension and also the fees we were paying which were definiteley not working in our favour and he totally reconfigured them providing a workable fund for us. We are very happy with the service that Brad has given and continues to provide us with.
He is always just a phone call or email away when we need him and and responds immediately to all our inquiries, his service has been invaluable and we have every confidence in him. We would highly recommend him to anyone seeking financial advice.”
– Susan and Paul Bakolas
“Brad has made a real difference in our lives by providing advice to better understand our needs in retirement. We now have strategies to pay our house off within 2 years and a management plan to have a secure financial future in retirement.”
– Stephanie and Joseph Relph
“I have transitioned from being an AMP customer to an Oak Financial customer purely on the efforts of Brad.
Putting it bluntly I was dramatically overcharged and under-serviced with the previous management group and Brad patiently listened, addressed and responded to my concerns.
Since our rocky start, he has beed professional, empathetic and gentle in shaping my TTR (his recommendation) to my benefit in the long term and my feelings of confidence in his thoughts, advice and follow-up”
– Stephen Driscoll
“Brad had to work for my business! my initial intransigence, for which I am thankful since I can now transition into retirement knowing that things have beed sorted.
I think Brad’s affable nature is one of the reasons that he has been successful with a person such as myself. I also found Brad engaging – our conversation often wondered into the wider financial and political territory that surrounds superannuation. This made an otherwise tedious process more enjoyable which intern prompted me to engage with the job at hand.
It’s seems clear that in order to be successful in Brad’s profession, the primary job description is ‘to help’. Brad does this well. He has helped me move from a position of skeptical negativity into feeling positive, informed and in control of the superannuation process. And, given the importance of retirement planning, my life in general has a more positive outlook.
I would not hesitate to recommend Brad as a very helpful and effective financial adviser.”
– Adrian Braun
“We have been clients of Brad Smith for several years now, and would like to express our satisfaction and support for him. My husband and I have always known how to earn and spend money, but had little understanding of how to manage our money and prepare for retirement until we met Brad. Brad listened to our needs and worked wit us to develop the best strategies for us, adjusting them when needed. He has answered our many, and often repeated questions with infinite patience, and has the ability to explain complex situations clearly. His assistance has helped us set achievable financial goals and provided us with more confidence in our future. We are very comfortable with the style of consultation and the manner in which our superannuation and transition to retirement are being handled. Additionally, he has always been very responsive to email and telephone communications, and visits us personally at least once each year.”
– Sue and Bruce Bartlett