Brad Knight
BEc GradCertAppFin DipFinSer(FinPlan)
Private Client Adviser
Creating, managing and protecting wealth through effective financial management is my core objective. I take a holistic approach considering wealth creation, estate planning, risk management, retirement planning and portfolio management.
Brad has been in the financial services industry since the early 2000s, primarily in financial planning and long-term wealth management. He has a Bachelor of Economics, Graduate Certificate in Applied Finance and a Diploma of Financial Services (Financial Planning).
Investment Style
Brad focuses on long-term wealth creation and portfolio management. Brad works to develop robust and disciplined strategies that consider superannuation, retirement, insurance and estate planning. Investment proposals include consideration of an extensive range of opportunities. The result is a complete wealth management service that is customised to meet the particular long-term goals of each client.
Services and Specialties
Portfolio Administration
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Fixed Interest and Cash Management
Personal Insurance
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Graduate Certificate in Applied Finance
Bachelor of Economics
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Generic
Superannuation
Managed Investments
Life Insurance
Financial Planning
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 salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
