About the Team

Investment Zone has enjoyed consistent growth, and Brad is supported by an expert team 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 75 years’ combined experience in financial services!

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)

©2020 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

Financial Advisers Redland Bay, Financial Advisers Redland City, Financial Advisers Port of Brisbane, Financial Advisers Hendra, Financial Advisers Ascot QLD, Financial Advisers Hamilton Qld, Financial Advisers Eagle Farm, Financial Advisers New Farm, Financial Advisers Teneriffe, Financial Advisers Newstead, Financial Advisers East Brisbane, Financial Advisers Wynnum West, Financial Advisers Wynnum, Financial Advisers Hemmant, Financial Advisers Lytton, Financial Advisers Gympie, Financial Advisers Ormiston, Financial Advisers Thornlands, Financial Advisers Carina, Financial Advisers Pomona, Financial Advisers Cooroy, Financial Advisers Goondiwindi, Financial Advisers Kin Kin, Financial Advisers Hamilton, Financial Advisers Carina Heights, Financial Advisers Albion, Financial Advisers Brisbane South, Financial Advisers Brisbane Southside, Financial Advisers South Brisbane, Financial Advisers Brisbane Bayside, Financial Advisers Bayside, Redundancy advice Brisbane, Redundancy, tax
ADV_Button_234x60_Platinum.png