Brad Tuckerman
BEng MFinPlan
Manager/Director - Newcastle
I look to optimise the wealth of my clients by providing them with clear and considered investment advice and strategies.
Brad is a director and branch manager of Morgans Financial Ltd – Newcastle. He joined Morgans with seven years' experience as a consulting civil engineer and has a Bachelor of Engineering from the University of Newcastle. Brad completed his Diploma of Financial Services in 2012 and his Masters of Financial Planning in 2019.
Investment Style
Brad focuses on direct market investments for individuals and superannuation funds. He uses the extensive research of the Morgans group, combined with his own knowledge and experience to provide quality investment advice to his clients. Brad has a particular interest in medium to long-term growth portfolios using tax-effective strategies for long-term wealth creation.
Services and Specialties
Margin Lending and Gearing Strategies
Personal Insurance
Portfolio Administration
Retirement and Estate Planning
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Master of Financial Planning
Diploma of Financial Services (Financial Planning)
Bachelor of Engineering (Civil)
Associations
No items found.
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary and percentage of fees. As a Director of Cranium Financial Pty Ltd, I will be entitled to a share of profits.
