Brad MouldenAdvanced Dip.FS (FP) Senior Financial Advisor firstname.lastname@example.org 0466 424 382 Download My Bio Meet Brad, Financial Advisor in Perth
Brad is a Senior Financial Advisor here at TAG, and while he recently joined out team in 2023, Brad has over 30 years of experience in the financial services industry. He started his career advising Agribusinesses both on and offshore, before transitioning into personal financial advice 12 years ago. Since then, Brad has built and maintained strong client relationships spanning from Broome to Esperance.
Brad’s goal as a Financial Advisor is simple, to provide his clients with a pathway to build, protect and preserve their wealth.
Brad specialises in Aged Care, SMSF and Direct Equities, and can also help you with:
- Financial Planning
- Insurance & Wealth Protection
- Salary Sacrificing
- Investment Planning & Advice
- Debt Reduction
- Tax Minimisation
- Borrowing to invest
- Asset Protection
- Transition to Retirement
- Pension Planning
Outside of the office, Brad is a fanatical golfer, a member at Melville Glades Golf Club. If he is not on the golf course you might catch him enjoying a game of Aussie Rules or EPL Soccer, or getting out on the water with his wife Kath who is a keen sailor and always trying her best to get him involved in the sport!View Profile