Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409 | Ph 1300 478 424
Energy Financial Pty Ltd T/A Energy Financial Planning – ABN 31 160 632 182 – Corporate Authorised Representative Shartru Wealth Management Pty Ltd – ABN 46 158 536 871 – AFSL 422409
Energy Financial Planning ACN 160 632 182
Brad A. Gunn is an Authorised Representative of Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation, and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.
After 15 years growing and developing Vault Accountants and Business Advisers, it’s now time to move away and start a new challenge. Financial advice has always been my passion and it’s what I enjoy, albeit in this crazy world of compliance and heavy regulation as well a focus on maintaining high education standards and upskilling, I still see a burning need to provide good quality advice.
I have had a mixed career path from starting out as a cattle auctioneer in Central Qld, whilst studying at nights and weekends, outside of the rugby session, I eventually got there and haven’t looked back. I believe “my first career” shaped who and what I am today and has allowed me the ability to help people across all walks of life.
Having lived and breathed financial services for more than 30 years, I understand what is needed to achieve the results our clients need to enjoy a happy and comfortable retirement. But it’s more than that, you really have to know your clients, what they do, why they do what they do. You have to understand their present goals and objectives, and by maintaining a strong relationship you can grow with them as their life circumstances change.
Today is my new beginning and new focus. I want to provide transparent financial advice in the areas of insurance, superannuation, wealth management and SMSFs, direct equities, estate planning and structured products.
Helping people achieve their own success is the cornerstone of what we do.
You can contact me on (07) 3130 8582 or my mobile 0414 667 218 and email on brad@energyfinancial.au