John Brady CFP®Managing Director
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.
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.
Brad Akkerman CFP®Director
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.
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.