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John Brady CFP®
Managing Director
John is the Managing Director and leader of the team at Principal Partners. With his wealth of knowledge built from over 33 years’ experience in the financial services sector, John has earned a highly regarded reputation from his industry peers and clients.

John assists clients by developing strategic plans and managing agreed and targeted outcomes enabling them to achieve their financial goals and lifestyle outcomes.

Prior to founding John Brady & Associates in 1987, John focussed on advisory roles within the insurance and superannuation industry and in 1996, helped establish Australian Financial Services.

In 1999, his company formed a joint venture with the accounting practice Horwath (Vic) to provide financial planning and wealth creation solutions. Following the merger between Horwath (Vic) and BDO in 2007, the business was re-branded as BDO Wealth Management and in early 2012 following a management buy-out, the business changed names to Principal Partners (VIC).

Over the past 33 years John’s focus has been to educate clients on the need for invaluable strategic planning which involves an understanding of a wide range of financial issues. John advises clients commencing their wealth accumulation process through to retirees, not-for-profit sectors and private organisations. He has a strong collaborative approach in working with other professionals to assist the client.

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Matthew Morley
Director
In a career spanning nearly 25 years, Matthew has held a number of senior positions within the financial services sector with some of Australia’s major listed financial services companies, bringing to Principal Partners a wide range of skills and experience.

Matthew began working with John Brady in 2003, at BDO Wealth Management, and the partnership has continued through to the transition to Principal Partners. Initially, the role was to drive the business’ superannuation exposure. It has further developed into more general marketing and business development, growing relationships with accounting firms, law firms and banking groups.

Today, Matthew manages all aspects of driving new business and investment opportunities through our partners, whilst maintaining focus on the business’ general marketing needs.

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Brad Akkerman CFP®
Director
Brad started work in the financial services industry in 2003, whereby his first 10 years were spent working within Australia’s top 5 accounting firms, specifically within their wealth management and financial services division. Brad worked alongside some of Melbourne’s leading superannuation and taxation specialists, advising Australia’s high net worth families, principals of SMEs and busy professionals.

This exposure, combined with various post graduate courses and ongoing professional development has led to Brad specialising in superannuation structuring, investment strategies, wealth creation, insurance, pre & post retirement planning, and inter-generational wealth transfer.

Brad is a director, shareholder and founding member of Principal Partners. He is relationship driven, with a focus on trust and communication. If Brad’s not working and advising clients, he can be found spending his time with his young growing family, or somewhat unfortunately cheering on Carlton at the MCG.

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Adrian Pelligra BFin, AFP®
Financial Adviser
After completing his undergraduate studies in Finance, Adrian gained knowledge and experience with some of Australia’s largest wealth management firms.

With an abundance of drive and dedication, Adrian is committed to providing tailor made and holistic financial advice to his clients to ensure that their expectations are not only met but far exceeded.

Over the past 6+ years, Adrian has successfully assisted clients from all walks of life make informed and confident financial decisions by focusing on educating his client on how to make their money work harder for them.

Adrian likes to make the most of his spare time by getting outdoors through golf, tennis and hiking.

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Jo Loft
Practice Manager
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Sharon Esmaquel
Client Services Manager (currently on maternity leave)
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Debbie Shanley
Internal Accountant
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Arthur Cayton
Client Services
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Betty Petrovski
Administration
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David Kinvig CFP
Senior Paraplanner

 

 

Call 03 8320 4646 today to see how we can help

Principal Partners put your needs first and proactively seek to build a solid asset base that will meet your financial and lifestyle goals.

Team