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Brad Gordon
Gestionnaire de Portefeuille-Actions chez
Entrust Wealth Management Pty Ltd.
Finance
Profil
Mr. Brad Gordon is a Private Wealth Adviser at Entrust Wealth Management Pty Ltd. He is on the Board of Directors at Entrust Wealth Management Pty Ltd. He provides comprehensive investment advice on a wide range of areas, including: shares (both Australian and international), listed property trusts, managed funds (retail and wholesale), bonds, hybrid securities and other high-yielding income investments.
Mr. Gordon's focus is on portfolio management, superannuation (including the establishment of private and self-managed super funds), retirement planning, negative gearing/margin lending, savings plans and master trusts service.
He joined Entrust as a Senior Investment Adviser in January 2003 and was appointed a Director in November of that year.
He has over 23 years experience in the financial services industry, in stockbroking, financial planning and trustee services.
Mr. Gordon is a Senior Associate of the Financial Services Institute of Australasia, a member of the Financial Planning Association and also a member of the Australian Institute of Company Directors.
Postes actifs de Brad Gordon
| Sociétés | Poste | Début |
|---|---|---|
Entrust Wealth Management Pty Ltd.
 Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust builds bespoke portfolios for their clients around investment profiles that account for their objectives and tolerance to risk. The firm takes time to gain an understanding of the client’s individual goals and then construct a portfolio providing diversity across a number of asset classes. Their portfolios aim to reflect client’s preferences, maximize their returns and minimize risk. | Gestionnaire de Portefeuille-Actions | 01/01/2003 |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust builds bespoke portfolios for their clients around investment profiles that account for their objectives and tolerance to risk. The firm takes time to gain an understanding of the client’s individual goals and then construct a portfolio providing diversity across a number of asset classes. Their portfolios aim to reflect client’s preferences, maximize their returns and minimize risk. | Finance |
