About Brad Macaulay

Founder, Managing Director & Senior Financial Planner

You’ll probably recognise Brad’s friendly face from around the Bayside area. He’s lived here for over 17 years, with his wife Sharyn and his now young adult 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 37 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)

  • 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, MLC, Australian 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)

  • Tax (financial) adviser

  • Licensed real estate agent and auctioneer in Queensland

  • RG 146 Accreditation is held

 

 

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 in Kin Kin, near Gympie , when he gets a chance.

 

Brad was a Trustees of the St. Laurence's College Old Boys Foundation for just on 7yrs until August 2021 and served as the Chairman of its Investment Committee for the last 2 years.

​

 

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 30 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

 

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
Advice on Self-Managed, Superannuation Funds, High Net Worth clients, Professional, personal, retirement advice Brisbane, property financial advisor Brisbane, property financial adviser Brisbane, Financial investment advisor Brisbane, Financial investment adviser Brisbane, investment planner Brisbane, Financial advice Brisbane, Property investment advice Brisbane, Property investment planner Brisbane, Personal financial advisor Brisbane, Personal financial adviser Brisbane, personal financial planner Brisbane, Personal financial advisors Brisbane, Personal financial advisers Brisbane, personal financial planners Brisbane, financial planning services Brisbane, retirement planning Brisbane. Property adviser Brisbane, Property advisor, Property planner, retirement advisor, retirement adviser, retirement planner, Professional Financial Planner, professional advice, property investment, investment property advise Bris, property advice Brisbane, property advisor Brisbane

Brad has been in the property and financial services industry for over 37 years.

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
Financial Planner Wynnum West, Financial Planner Wynnum, Financial adviser Brisbane, Financial Adviser Tingalpa, Financial Adviser Manly QLD, Financial Adviser Wakerley, Financial adviser Gumdale, Financial Adviser Chandler, financial adviser Sheldon, Financial adviser Bulimba, Financial adviser Wellington Point, Financial adviser Belmont Qld, Financial adviser Balmoral QLD, Financial adviser Cannon Hill, Financial adviser Murarrie, Financial adviser Carindale, Financial adviser Capalaba, Financial adviser Cleveland, Financial adviser Raby Bay, Financial adviser Birkdale Qld, Financial adviser Lota, Financial adviser Manly West, Financial adviser Wynnum West, Financial adviser Wynnum, Financial adviser Ormiston, Financial advisor Brisbane, Financial Advisor Tingalpa, Financial Advisor Manly QLD, Financial Advisor Wakerley, Financial advisor Gumdale, Financial planner Kedron QLD, Financial adviser Kedron Qld, Financial Advisor Kedron Qld, Financial Planner Chermside
Financial advisor Brisbane Southside, Financial planner Brisbane Southside, Financial adviser Brisbane Southside, Financial Planners & advisor Brisbane, find a financial planner, find a financial advisor, find a financial adviser, Financial advisor Redlands, Financial Adviser Redlands, Financial planner Redlands, investment services, Redlands City, Financial advisor near me, Financial adviser near me, Financial planner near me, Agribusiness Specialists, Financial specialist, Planning services, Top 10 Financial advisors, Top 10 financial advisers Brisbane, Top 10 financial planners Brisbane, top ranked financial advisors Brisbane, top ranked financial advisers Brisbane, top ranked financial planners Brisbane, Retirement planning & Advisory services Brisbane, planning & protection, Protection Insurance, number one in financial planning, number one financial adviser Brisbane, number one financial advisor Brisbane, number on financial planner, best financial planners, montinvest
Roger Montgomery, Brad Macaulay Brisbane, Finance, Finance Brisbane, Investment Seminars Brisbane, Investment Seminar, Seminar series, Goondiwindi Hell of the West, Hell of the West, SLC Old Boys, St Laurence's College South Brisbane, South Brisbane, Old Boys Foundation, Wynnum Rugby Club, Manly Dragon Boat Club, Goondiwindi Triathlon Club, Apex club Goondiwindi, Apex club Warwick Qld, Rotary club Moreton Bay, Financial Adviser Warwick Qld, Financial Advisor Warwick Qld, Financial planner Warwick Qld, investment adviser Warwick Qld, Financial Planner Murrumba Downs, Financial Adviser Murrumba Downs, Financial Advisor Murrumba Downs, Financial planner Goondiwindi, Financial Adviser Goondiwindi, Financial advisor Goondiwindi

Roger Montgomery at one of our seminars

Investment advisers Brisbane, Investment advisors Brisbane, Investment planners Brisbane, Investment advice Brisbane, Investment plan Brisbane, Investment Zone was established in 2003, Investment adviser Brisbane, Investment advisor Brisbane, Investment planner Brisbane, Financial Planner Brisbane, Financial Planner Tingalpa, Financial Planner Manly QLD, Financial Planner Wakerley, Financial Planner Cannon Hill, Financial Planner Murarrie, Financial Planner Gumdale, Financial Planner Chandler, Financial Planner Sheldon, Financial Planner Bulimba, Financial Planner Wellington Point, Financial Planner Belmont Qld, Financial Planner Balmoral Qld, Financial Planner Carindale, Financial Planner Capalaba, Financial Planner Cleveland, Financial Planner Raby Bay, Financial Planner Birkdale, Financial Planner Lota, Financial Planner Manly West, Financial Planner Ormiston, Financial adviser Chermside, Financial advisor Chermside, Financial Planner Cooparoo, Financial adviser Cooparoo
Financial Advisor Chandler, Financial advisor Sheldon, Financial advisor Bulimba, Financial advisor Wellington Point, Financial advisor Belmont QLD , Financial advisor Balmoral QLD, Financial advisor Cannon Hill, Financial advisor Murarrie, Financial advisor Carindale, Financial advisor Capalaba, Financial advisor Cleveland Qld, Financial advisor Raby Bay, Financial advisor Birkdale Qld, Financial advisor Lota, Financial advisor Manly West, Financial advisor Wynnum West, Financial advisor Wynnum, Financial advisor Ormiston, Wynnum Plaza, Financial Planner New Farm, Financial adviser New Farm, Financial advisor New Farm, Financial advisor Teneriffe, Financial Planner Teneriffe, Financial advisor Teneriffe, Financial planner Gordon Park, Financial adviser Gordon Park, Financial advisor Gordon Park, Financial Planner Lutwyche, Financial adviser Lutwyche qld, Financial advisor Lutwyche, Financial Planner Wilston QLD, Financial adviser Wilston QLD, Financial advisor Wilston QLD