Brad Church CFP, F Fin, BBus

Chief Executive and Senior Adviser

P 07 3221 0333
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Brad Church is a trusted financial adviser to successful business people and professionals. With both a passion and talent for personal finance, he has developed a highly regarded 25+ year track record advising high net worth families on effective wealth building, wealth preservation, and philanthropic strategies.

Brad plays an invaluable role in the life of his clients by enabling them to have more time to invest in their business and other things in life that are important to them. Likened to a personal CFO, Brad’s role involves leading and co-ordinating a team of subject matter experts across all areas of personal finance.

Brad’s skill is evident. He has been ranked in the top 50 financial planners Australia-wide (Personal Investor Magazine Masterclass) and is one of a very select group to be awarded this industry honour over three consecutive years.

Since 2004, when Brad was appointed Chief Executive, he has successfully ensured clients continue to enjoy the level of service and success that have been a hallmark of our firm over its 35-year history.  Testament to our ongoing commitment to quality under Brad’s leadership, we recently celebrated another industry honour as the IFA Excellence Awards Winner for Client Servicing Company of the Year 2022. This builds on our prior industry recognition, including the Asset Innovation Awards and Second Generation Family Business of the Year Queensland.

A Certified Financial Planner, Brad's academic qualifications and professional memberships also include:

• Bachelor of Business - Banking and Finance, Queensland University of Technology
• Graduate Diploma in Financial Planning, Securities Institute of Australia (now FINSIA)
• CFP Professional Education Program, University of Western Sydney
• Fellow, Financial Services Institute of Australasia (FINSIA)

Brad is an industry leader. He is a past lecturer of the Securities Institute and Kaplan Professional and continues to present to business people in Australia and New Zealand on the subjects of goal setting and personal financial strategy. Brad is also a leading contributor to the growing philanthropic sector in South East Queensland. 

Grateful for having found a career that he both loves and excels at, Brad hopes to continue as a trusted financial adviser to successful business people and professionals for another 20 years.

Watch Brad’s 25-year anniversary video here.