Brad Hamburg

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

Fixed Interest and Cash Management

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Brad Hamburg's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business Administration

Diploma of Financial Services (Financial Planning)

Diploma of Financial Markets

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.