Brad Hamburg
BBusAdmin DipFinMar DipFinSer(FinPlan)
Private Client Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.
Brad holds a Bachelor of Business Administration degree from Texas State University, a Diploma in Financial Markets and a Diploma in Financial Planning. Prior to joining Morgans in 2004, Brad was with Ansett Airlines, Adsteam Marine and Rio Tinto in human resources/payroll roles.
Investment Style
Brad works closely with his clients and focuses on taking an active approach to long-term wealth management, by tailoring each client's portfolio to suit their individual goals and objectives. Brad places a strong emphasis on building trust and long-term relationships with his clients and endeavours to do this through regular and honest communication.
Services and Specialties
Self-Managed Super Funds
Portfolio Administration
Stockbroking
Wealth Management
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma of Financial Markets
Bachelor of Business Administration
Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Managed Investments
Generic
Financial Planning
Superannuation
Securities
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
