Brad Knight

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

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Personal Insurance

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Industry Experience

Sectors Covered

Brad Knight's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Economics

Diploma of Financial Services (Financial Planning)

Graduate Certificate in Applied Finance

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning

Generic

Life Insurance

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 salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.