Brad’s mission is to have a positive impact in the lives of his clients creating and protecting the lifestyle they want. Brad and his team are committed to working hand in hand with their clients, supporting them through the difficult times and celebrating their achievements!
Brad has been a licensed Financial Planner since 1999 and is an active volunteer and life member of the Million Dollar Round Table.
You will find Brad most Saturday’s at The National Golf Club, very early mornings at the gym and hanging out in the evening with his family enjoying his free time.
James is a fully qualified Financial Adviser with a Bachelor of Commerce Degree. He is enthusiastic and passionate about giving comprehensive financial advice, and is focused on helping clients achieve their financial goals whatever stage of life they are in.
He loves his sport and is a mad Sydney Swans supporter. In his down time if he’s not watching the footy he will be spending time with friends and family or down the coast playing golf. James is an integral part of the Finstyle team and is excited for the future as the business continues to grow and he can help more clients achieve their financial goals.
Client Services Officer
Shakthi joined the Finstyle team as a Client Services Officer in October 2019 and has adapted very quickly to the environment. He’s currently completing his Bachelor of Business (Financial Planning) at RMIT and is very excited to have joined the industry. After learning the back office processes, Shakthi’s goal is to become an adviser and deliver great value to our clients.
Outside of the office, he’s a big supporter of the basketball and loves to play in his free time. He’s also a big foodie, so we recommend everyone keep an eye out for his Zomato account!