Adelaide, South Australia, Australia
Brad is passionate about helping families meet the challenges of managing wealth across generations. Having worked within both a single family office and Australia’s largest multifamily office, Brad has a unique perspective on family wealth. Drawing on his expertise in finance, corporate law, family governance and succession, Brad helps to integrate the affairs of families across a range of disciplines, including family strategy, investment management, tax accounting, philanthropy and trustee services.
Led and managed a large Adelaide Family Office. Provided integrated wealth management, overseeing all aspects of the family's affairs, including family office investment management, asset management, tax, accounting, superannuation, succession planning and family office governance. Management across numerous asset classes, including listed equities, property, fixed interest, cash, private equity and alternatives.
As a member of the firm's boutique investment banking team, responsible for advising a range of small cap and mid cap ASX-listed companies on a variety of Equity Capital Market and Merger & Acquisition transactions.
As an Associate within the firm’s Corporate M&A team, worked principally in the areas of Mergers and Acquisitions and Capital Markets advising a range of clients from small businesses to multinational clients, with a focus on private equity and venture capital.