Property Funds Management

My business is now sold. We can help you with...Reducing your debts | Growing your wealth | Investing | Buying propertyManaging your Superannuation | Self-managed super funds (SMSF) | Budgeting & Saving Protecting your assets | Business advicePlanning your retirement | Estate Planning | Social security & Aged care and "FREE" educational investment seminars and events.Investment Zone provides honest and comprehensive 'holistic' Financial Planning advice, helping you achieve your personal financial goals. This quality financial advice is the cornerstone of having the right investment strategy in place to create the wealth you'll need for your retirement. Getting the right advice early is one of the best decisions you can make! From our Head office in Wynnum on Brisbane's Bayside, the Investment Zone team has over 70 years experience in financial services, with Brad having 35+ of those years. Due to this industry experience, we are becoming one of the better known financial planning firms in Brisbane. We are 100% committed to providing good old-fashioned personalised service to our clients. At Investment Zone, your success is our success. We don’t answer to banks, fund managers or insurers like some other financial planners. We only answer to our customers and our employees. We’re a business which treats people like family, not numbers. We’re local and part of your community. But having said that, we have clients located around the country as well. We’re focused on advice, rather than product sales and we aren’t trying to sell people a particular product.We'll assist you to make smart decisions with your money!

Trustee and Chair of the Investment Committee The main aim of the Foundation is to take up the mantle of Edmund Rice and the Christian Brothers and continue their culture of education and giving by providing the opportunity to educate boys whose families are in need.

Positions held: Director (June 2011 - March 2016), Secretary/ Director (2012 - 2015)

Fully range of Financial Planning Services provided

General Manager within the Mirvac property group, which included associated duties, as a 'Responsible Manager' on the Australian Financial Service Licence (AFSL), Investment license for the $600+mil commercial property portfolio of the Mirvac PFA Property Trust and Investor interface.

www.mlc.com.au