Company: Mutual Trust
Address: Level 2, 28 Franklin Street,
Suburb: ADELAIDE, 5000
Specialties: Family Strategy, investment mangement, Philanthropy, tax accounting, trustee services
Areas of expertise: corporate law, family governance, Finance, Succession
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.
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 mangement, 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.