About Brad Macaulay

You’ll probably recognise Brad’s friendly face from around the Bayside area. He’s lived here for over 15 years, with his wife Sharyn and two teenage sons; and they are actively involved in their local community.

 

Brad is the face of Investment Zone and is responsible for its consistent growth since 2003. When customers entrust Brad with their financial goals and challenges, they feel secure knowing his background, experience and qualifications are more than sufficient to provide expert solutions, as he is a Platinum rated Adviser. He advises his clients in the same way that he would advise family and friends, with their absolute best interests in mind.  

 

Brad has been involved in the property and financial services industry for over 35 years. He has extensive experience in general banking, property, and business, corporate and rural finance, insurance, real estate, investment funds management and has been a sought-after local & international speaker to Financial Advisers.

 

Brad’s qualifications

  • Bachelor of Business - Property Studies (University Queensland)

  • Diploma Company Director's Course (AICD)

  • Advanced Diploma - Financial Services - FP (Tribeca)

  • Diploma - Financial Planning (Deakin University)

  • Diploma - Financial Services - FP (Tribeca)

  • Certificate IV - Real Estate (Southbank Inst)

  • Justice of the Peace (Qual)

 

Brad’s corporate experience

Having held various management positions within the retail, business and rural sectors of one of Australia's largest banks and senior positions with National Australia Financial Management, MLCAustralian Unity Investments, Property Funds Australia and then as a General Manager within the Mirvac property group, which included associated duties, as a 'Responsible Manager' on the Australian Financial Service Licence (AFSL), Investment licence for the $600+mil commercial property portfolio of the Mirvac PFA Trust. 

 

Brad’s memberships and accreditation

  • Fellow of the Financial Services Institute of Australasia (Finsia)

  • Graduate Australian Institute of Company Directors

  • Tax (financial) adviser

  • Licensed real estate agent and auctioneer in Queensland

  • RG 146 Accreditation is held

  • RG 105 ASIC compliant as a "Responsible Manager" for Retail and Wholesale Funds Management AFSL Licences

 

 

How did Brad get his start?

Brad is a country kid at heart, spending the first 7 years of his life in Miles & Emerald before the family moved to Brisbane. He started out his working career helping his dad as a very (very) young junior lawn bowls greenkeeper at Buranda, Sunnybank and Tarragindi Bowls clubs. He says it's a bit like milking cows (a very early start), but you don't finish until they start bowling, that's usually 9.00am or 1.00pm depending on the day! 

 

Brad started to earn some real money when he worked at Kmart Sunnybank while in high school. When he could afford too, he traveled to the North Kirra Surf Club to do his required beach patrols and club competitions which resulted in being crowned Junior & Senior Club champion all in one season (as a junior!). His big break came when he started in the bank, licking stamps and hand delivering envelopes, along with doing batches (processing cheques by hand), in and around Brisbane, at the big end of town! As his dad often says, "if you start at the bottom and work hard, you'll get to the top!"

 

 

Brad's interests

As a keen sportsman, Brad follows the local Wynnum Rugby Club and Manly Dragon Boat clubs. When he’s not reading about business and finance news, he enjoys training with the local swimming squad at the Manly pool and loves nothing more than chilling out, sitting on a tractor slashing his parent-in-laws property near Kin Kin, up Gympie way, when he gets a chance.

 

Brad is one of the current Trustees of the St. Laurence's College Old Boys Foundation and is also a member of its investment committee.

www.SLColdboys.com.au/foundation/trustees

 

Brad has also been involved in the local Rotary Club, as well as being a member of the Apex at Goondiwindi and later as Club Treasurer of the club at Warwick, QLD. Brad was the founding Treasurer of the Goondiwindi Triathlon club which is still going strong today after 28 years. This event has been known for many years as the 'Queensland Long Course State Championship' and will take place again this year. www.hellofthewest.com

 

Brad has been in the property and financial services industry for over 35 years.

Founder and Managing Director

Brad Macaulay, Investment Zone, Financial Planner, Financial Adviser, Planner, holistic adviser, advice, Advisor, Financial Planning, Advising, Platinum Adviser, Independently owned, Wynnum  4178, Manly QLD 4179, Tingalpa 4173, Lota 4179, Manly West 4179, Wynnum West 4178, Wakerley 4154, Gumdale 4154, Belmont QLD 4153, Bulimba 4171, Balmoral 4171, Chandler 4155, Lytton 4170, Cannon Hill 4170, Murarrie 4172, Hemmant  4174, Ransome 4154, Capalaba 4157, Carindale 4152, Birkdale  4159, Thornside  4158, Wellington Point 4160, Ormiston 4160, Alexandra Hills 4161, Cleveland  4163, Raby Bay 4163, Thornland 4158, Sheldon 4157, MacKenzie 4156, Alexander Hills 4161, Lytton 4178, Port of Brisbane 4178, Wynnum North 4178, Tingalpa 4176, Tingalpa DC 4173, Capalaba DC 4157, Camp Hill 4152, Carina 4152, Carina Heights 4152, Brisbane CBD 4001, Brisbane 4000, Queensland, QLD, 4000, 4001, CBD, Bayside, Brisbane bayside, East Brisbane, Brisbane East, Redlands, Manly Village, WynnumManly, Wynnum Central

Roger Montgomery at one of our seminars

Financial advisor East Brisbane, best Financial Planner Brisbane, best financial advisor Brisbane, best financial adviser Brisbane, best Financial Planning firms Brisbane, best investment firms Brisbane, best financial advising firms Brisbane, Financial Planners Brisbane, best financial advisors Brisbane, best financial advisors Brisbane, cash flow advise, cash flow planner, Financial advisor Carina, Financial adviser Carina, Financial planner Carina, Financial advisor Carina Heights, Financial adviser Carina Heights, Financial planner Carina Heights, Bayside Financial Planning, Bayside Financial advising, Bayside investment adviser, Bayside investment advisor, Financial planner Brisbane bayside, Financial advisor Brisbane bayside,  Financial adviser Brisbane bayside, Financial Planner Goondiwindi, Financial adviser Goondiwindi, Financial advisor Goondiwindi, Financial adviser East Brisbane, Financial planning for women, financial advisor for women, Financial adviser for women

Investment Zone (ABN: 18 104 622 611), is a corporate authorised representative of Financial Force Pty Ltd, (ABN: 42 091 425 464 AFS Licence No. 238337)

©2019 by Investment Zone.

  • Facebook Social Icon
  • Twitter Social Icon
  • YouTube Social  Icon
  • LinkedIn Social Icon
  • Google+ Social Icon

Suite 1, 184 Bay Terrace

Wynnum QLD 4178