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Mitch Bradshaw Email & Phone Number
Director and Financial Adviser
at
TruePenny Advisers
1 phone found
area 140
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Financial Adviser
Location
Sydney, New South Wales, Australia
Company size
Who is Mitch Bradshaw? Overview
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Quick answer
Mitch Bradshaw is listed as Director and Financial Adviser at TruePenny Advisers, a with 2 employees, based in Sydney, New South Wales, Australia. AeroLeads shows phone signal with area code 140 and a matched LinkedIn profile for Mitch Bradshaw.
Mitch Bradshaw previously worked as Director / Financial Adviser at Truepenny Advisers and Financial Adviser at Lakeside Financial Planners. Mitch Bradshaw holds Master'S Degree, Applied Finance from Macquarie University.
Company email context
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TruePenny Advisers
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Profile bio
About Mitch Bradshaw
Financial Adviser with a focus on wealth management, superannuation and life insurance. My aim is to ensure my clients are able to build wealth, and protect it, in the most cost effective manner.This information is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Any general advice contained within or given during this presentation (whether orally or in writing) does not consider your individual objectives, financial situation or needs. Nothing in this presentation is intended to be investment, financial advice or a recommendation to invest in a financial product. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained in this presentation.Mitch Bradshaw is an Authorised Representative Matrix Planning Solutions Limited AFSL & ACL No. 238256
Listed skills include Equities, Derivatives, Financial Markets, Trading, and 20 others.
Current workplace
Mitch Bradshaw's current company
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Truepenny Advisers
7 roles
Mitch Bradshaw work experience
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Director / Financial Adviser
Current
Truepenny Advisers
Financial Adviser with a focus on your personal strategy right, finding cost effective ways to implement that strategy for you, whatever your needs and stage of life. Focusing on;• Superannuation & Investment• Personal Insurances• Budgeting & Cashflow Management• Employer Superannuation• Estate Planning
Dec 2017 - Present
Financial Adviser
Lakeside Financial Planners
• Corporate Superannuation Solutions• Risk Management and Insurance Planning• Investment Planning• Retirement Planning • Tax Planning • Estate Planning • Cash Flow and Liability Management
Sep 2014 - Dec 2017
Deal Management Executive
The Deal Management Team is responsible for all on-going management of global transactions from pre-settlement to termination. As such, the team is required to analyse proposed transactions and implement their successful operation on a day-to-day basis. This includes:• Transaction funding• Interest rate hedging• Foreign exchange hedging• Managing deal cash flows • Managing listed stock reporting • Identifying risks in management of the deals and implementing measures to address • Liaising with internal and external stakeholders
Nov 2011 - Aug 2014
Trade Support Executive
Managed the trade support team in the structured products group. Providing the commercial and operational support needed to facilitate both the middle and back office functions for Macquarie Specialised Investment Solutions including:.Term Deals (also referred to as CDs, Bonds and Term Deposits/Loans);FX (spot and forwards);Swaps (Interest Rate swaps, Total Return Swaps, FX Swaps, Basket Swaps);Futures & Exchange Trade Options (ETOs);OTC Trades (Vanilla & Exotic Options, Swaps).• Strengthened controls, validations, risk management and reporting process to support the trading activities as executed by the Fund Trading Team.• Managed the authorising and release of cash movements following trading, and acts as signatory to bank accounts and legal documents.• Ensured traders have fast and highly accurate pricing and position data to enable teams to correctly monitor risk.
Oct 2009 - Nov 2011
Treasury Dealer
Dual functioning position reporting to the Head of Treasury and assisting a Macro strategies trading book. Held overall responsibility for securing financing worth upwards of USD$7bil. Accountability was given for a range of trading programs, maintaining the firm’s liquidity, securing finance, reviewing market conditions, execution of trades, and management of cashflow.• Managed multiple Repo portfolios for CQS worth in excess of USD$7billion; setting up market strategies and identifying yield curve opportunities, anticipating macro-economic development, and managing any short-term sensitivities resulting from the firms short-term liquidity management profile• Managed cash exposures across 5 different funds, in a wide range of currencies• Executed OTC / Swap trades and FX Trades in all currency markets.• Traded Euribor calendar spreads & Equity Index Futures with allocated firm capital• Secured financing using Government Bonds, ABS/MBS, Corporate Bonds & Convertible Bonds as collateral, from High Grade to High Yield. Rolling of up to USD$8billion per month.• Conducted in-depth research and evaluated changes within markets.• Ensured all compliance and legal guidelines were adhered to and risk mitigation strategies followed.• Networked, shared knowledge with and maintained continuous communication with Senior Bank Economists, Senior Management and with a wide range of Traders and Sales desks.
Nov 2004 - Jun 2009
Fx - Private Client Group
• Executing foreign exchange transactions and completion of settlement documentation• Processing and maintaining records of all PPG and Consulting Group managed funds products and documentation• Covered Currency Options• Liaising with Financial Consultants & clients regarding margin calls and overdue funds.• Distribution of daily trade confirmations• Performing other duties as assigned by Management• Participating in department cross-training as required• Cover for other staff within the Operations team
Nov 2003 - Aug 2004
5 education records
Mitch Bradshaw education
Master'S Degree, Applied Finance
Diploma, Financial Planning
Kaplan Professional Education
Certificate Iv, Finance & Mortgage Broking
Kaplan Professional Education
Economics, Economics
Cfa Lvl 1
Cfa Institute
FAQ
Frequently asked questions about Mitch Bradshaw
Quick answers generated from the profile data available on this page.
What company does Mitch Bradshaw work for?
Mitch Bradshaw works for TruePenny Advisers.
What is Mitch Bradshaw's role at TruePenny Advisers?
Mitch Bradshaw is listed as Director and Financial Adviser at TruePenny Advisers.
What is Mitch Bradshaw's phone number?
AeroLeads has found 1 phone signal(s) with area code 140 for Mitch Bradshaw at TruePenny Advisers.
Where is Mitch Bradshaw based?
Mitch Bradshaw is based in Sydney, New South Wales, Australia while working with TruePenny Advisers.
What companies has Mitch Bradshaw worked for?
Mitch Bradshaw has worked for Truepenny Advisers, Lakeside Financial Planners, Macquarie Group, Macquarie Bank, and Cqs.
How can I contact Mitch Bradshaw?
You can use AeroLeads to view verified contact signals for Mitch Bradshaw at TruePenny Advisers, including work email, phone, and LinkedIn data when available.
What schools did Mitch Bradshaw attend?
Mitch Bradshaw holds Master'S Degree, Applied Finance from Macquarie University.
What skills is Mitch Bradshaw known for?
Mitch Bradshaw is listed with skills including Equities, Derivatives, Financial Markets, Trading, Asset Management, Equity Derivatives, Portfolio Management, and Bonds.
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