About Brad
Brad is both a Director, Shareholder and founding member of Principal Partners. He is the Chief Operating Officer of Financial Planning & Advice and acts as co-head of the Investment Committee for all I&M Wealth clients.
With over 17 years’ experience within the financial services industry, specifically wealth management and financial services divisions, Brad has extensive knowledge and expertise in investment strategies, superannuation structuring, wealth creation, pre & post retirement planning, and inter-generational wealth transfer. He works closely with some of Melbourne’s wealthiest families in managing their private wealth.
Outside of the office Brad can be found running around Stonnington and the Mornington Peninsula chasing after his three children.
Brad’s Expertise
Investment Strategies
Superannuation Structuring
Wealth Creation
Retirement Planning
Brad’s Expertise
Investment Strategies
Superannuation Structuring
Wealth Creation
Retirement Planning
Our Team
Our team is made up of a blend of I&M Accountant and Principal Partners staff. Our team know the industry and understand the importance of evolving with it to provide only the best services and results to our clients. At I&M Wealth you can be confident you have an experienced team working on your behalf.
Arthur Cayton
Client Services Manager
Debbie Shanley
Senior Accountant
Ashley Kaufmann
Property Analyst
Erika Yarnall
Senior Accountant
David Kinvig
Senior Paraplanner
Maida Warry
Operations Manager
Rochele De Torres
Accounts Officer
Thomas Smith
Advisor
Emmerson Salac
Paraplanner
Dillania Edmonds
Administration and Marketing