About the Team

Investment Zone has enjoyed consistent growth, and Brad is supported by an expert team, Jess, Vanessa and Lachlan who work behind the scenes to help Brad deliver smart personally tailored solutions for our clients.

There is never a dull moment in the bustling Investment Zone office, and you’ll often find us working on:

Preparing Statement of Advice (financial plan) and Record of Advice documents
Performing financial modeling and running different investment modeling scenarios for customers
Having a chat to our lovely clients who may have dropped in
Communicating with your super funds, investment providers, and insurers
Entering client data into financial planning software
Following up information from fund managers, share registries & banks
Preparing personal insurance cover quotes
Prepare client review documents related to investment strategy and portfolio re-weighting
Keeping up to date with industry changes and events affecting clients, as well as technical knowledge & appropriate strategies
Preparing for sponsorship activities
Maintaining and securing client files
Corresponding with clients to follow-up information
Completing application forms, rollover forms & redemption requests
Always ensuring we are following the necessary compliance procedures
Updating or training in financial planning software
Running client seminars
Managing Investment Zone’s busy calendar including scheduling client appointments
Following up referrals
Updating our website and social media pages

As Brad always says…’time flies when you’re having fun!’

The entire IZ team has over 65 years’ combined experience in financial services!

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Click here to contact Investment Zone

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Lachlan, Brad and Jess