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
Portfolio Administration
Retirement and Estate Planning
Personal Insurance
Superannuation Advice
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Engineering (Civil)
Master of Financial Planning
Diploma of Financial Services (Financial Planning)
Associations
No items found.
Competencies
Margin Lending
Generic
Securities
Managed Investments
Superannuation
Financial Planning
Life Insurance
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. As a shareholder of Cranium Financial Pty Ltd, I may be entitled to a share of profits. As a Director of Cranium Financial Pty Ltd, I will be entitled to a share of profits.
