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Brad Ellison

Equitem Financial Services

Gold
15 Yrs Experience
Duncraig, WA 6023

I am a financial strategist helping to plan, articulate, implement and manage a pathway forward, so that our clients achieve short and long term financial protection, certainty and peace of mind.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our philosophy is simple, everyone's story is different, therefore everyone's needs are different. We tailor a flat fee to reflect the complexity of the outcomes we're working together to achieve. Our fees are not based on products sold or assets owned by our clients, and our clients love the simplicity and transparency of this approach.

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Equitem Financial Services

9 Joslin Pl
Duncraig, WA 6023

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Equitem Financial Services Pty Ltd

AFSL 521769