The Financial Planning Association of Australia The Financial Planning Association of Australia

Brad Mottershead, AFP®


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
Email [email protected]
Website http://www.terrycross.com.au

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)
Aged Care
Centrelink and DVA
Estate planning
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).

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