|Name||Brad Mottershead AFP®|
|Company||Financial Lifestyle Solutions Pty Ltd|
|Address||357 Keira St
Wollongong, NSW 2500
|Phone||02 4276 3311|
|Mobile||0416 129 579|
Born and raised in the Illawarra Brad has been providing Financial Advice in the area since 2002.
He is experienced and qualified to provide advice on the following:
Retirement Planning (inc. Annuities and Pensions)
Superannuation (inc. Employer Superannuation and Self-Managed Superannuation Funds)
Redundancies and Transition to Retirement
Personal Insurances (inc. Life, Total & Permanent Disability, Trauma and Income Protection)
Investments (inc. Index Funds, ETFs and Shares)
Gearing (inc. Margin Lending)
Centrelink and DVA
Budget, Cashflow and Debt Management
Along with his previous experience working in Accounting and Tax prior to becoming a Financial Adviser he also works with a team of Accounting, Legal, Lending and Insurance professionals to be able to provide a holistic approach to providing you advice that considers your whole situation and is tailored to work for you.
Brad holds a Diploma of Financial Planning from and is a member of the Financial Planning Association of Australia (FPA) along with achieving specialist accreditations to provide advice on:
ASX Listed Products,
Margin Lending, and
Self-Managed Super Funds (SMSFs).