Mr Brad George
AdvDipFinPlan (Financial Planning), FPA, JP
Brad possesses a strong customer focus skill set and has 25 years experience working within the aviation industry. Brad, since beginning his financial planning career in 2011, has built on his existing level of knowledge and management and now is applying this to his advice business.
Brad has acquired his Diploma of Financial Planning in 2012 and has recently completed Advanced Diploma in Financial Planning. Brad also holds membership with the Association of Financial Advisers(AFA).
Brad specialises in assisting clients to achieve their pre and post retirement investment strategies.
Brad has recently (August 2015) been recognised with the "Rising Star Award" from Financial Wisdom Ltd in acknowledgement of his delivery of quality advice to his clients.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide.
This guide provides you with information about the advice that we provide, and the Licensee that we represent: Crown Wealth Group. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
19 Hennessey Street, Croydon NSW 2132
(02) 9799 1069
0400 747 760