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Bradley Waters

Managing Director at Westwood Group Australia
Intro Book
Seasoned finance professional with expertise in financial planning and leadership.
  • Claim this Profile
Location
Brisbane City, Queensland, Australia, AU
Languages
  • English Native or bilingual proficiency
Skills
  • Finance
  • Financial Planning
  • Financial Services
  • Management
  • Leadership
  • Show all
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Bio

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Bradley Waters is a seasoned finance professional with a Master's degree in Commerce (Financial Planning) and extensive experience in financial planning, leadership, and management. He has held various roles, including Senior Financial Adviser and Managing Director, and has worked with prominent companies such as Australian Unity and Westwood Group Australia. With expertise in finance, financial planning, and leadership, Bradley has developed a strong skill set that enables him to deliver robust financial solutions to clients.

Experience

  • Westwood Group Australia
    • Brisbane, Queensland, Australia
    • Managing Director
      • Feb 2024 - Present
      • Brisbane, Queensland, Australia

  • Nestworth
    • Brisbane, Queensland, Australia
    • Senior Financial Adviser
      • Dec 2023 - Feb 2024
      • Brisbane, Queensland, Australia

      Australian Unity sold the financial planning business to Nestworth.

  • Australian Unity
    • Brisbane, Queensland, Australia
    • Senior Financial Adviser
      • Jul 2023 - Dec 2023
      • Brisbane, Queensland, Australia

  • Findex
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Associate Partner
      • Jul 2020 - Jul 2023

    • Financial Adviser
      • Jan 2018 - Jul 2020

  • BT Financial Group
    • Canberra, Australia
    • Advanced Financial Planner
      • Oct 2016 - Jan 2018
      • Canberra, Australia

  • National Australia Bank
    • Sydney CBD
    • Wealth Advisor
      • Mar 2015 - Sep 2016
      • Sydney CBD

  • Hunter Financial Planning Pty Ltd
    • Newcastle, NSW
    • Paraplanner/ Associate Adviser
      • Jan 2013 - Mar 2015
      • Newcastle, NSW

Education

  • 2013 - 2015
    Western Sydney University
    Master’s Degree, Commerce (Financial Planning)
  • 2008 - 2011
    Avondale College of Higher Education
    Bachelor's Degree, Business, Management, Marketing, and Related Support Services
  • Financial Adviser Standards and Ethics Authority
    FASEA Compliant, Financial Planning and Services

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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