Brad McDonald profile photo

Brad McDonald

Wise Owl Financial Adelaide

Silver
17 Yrs Experience
Hyde Park, SA 5061

Brad has been involved in the finance industry for more than 16 years, with experience working for Super SA and Local Super (now Hostplus) before transitioning into financial planning with a national advisory firm.

In 2013 Brad opened Limetree Wealth Management with Hamish Edwards, and the pair successfully built strong relationships with loyal clients. In 2018, Brad joined the team at Wise Owl Financial, where he continues to help and guide clients through their wealth creation journey.

​Brad is married and has two young children, Eva and Arlo, and he enjoys nothing more than sitting down to watch the mighty NZ All Blacks play rugby.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Wise Owl Financial Adelaide

127 King William Rd
Hyde Park, SA 5061

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459