Financial Planning

Financial planning is the comprehensive ‘tying together’ of all of your financial affairs.

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Meet our Team

BRAD DONALDSON BComm, DFS (FP), AMC

Brad is a licensed Financial Planner, Accredited Mortgage Consultant and Director of Honeycomb Wealth Pty Ltd.

Brad has extensive experience in the financial services industry with over 16 year of experience working within the finance industry.

Brad has established extensive networks of both industry professionals and clients throughout his years of working within the finance industry and continues to develop these relationships through his strong dedication to ensuring a commitment to personalised customer service.

Brad established Honeycomb Wealth in 2011 and has seen the business grow and develop rapidly and has achieved many personal and business goals with the business including winning The New Financial Planning Practice of the Year Award in 2012.

Brad is focused on ensuring his clients reach all of their financial goals through simple to understand and professional financial advice covering all areas of your financial needs including Superannuation, Retirement, cost effective Finance and comprehensive insurance protection, just to name a few.

Brad lives on the Central Coast with his wife Melanie and has 2 children and 4 step children. Brad has a passion for exercise and fitness and enjoys spending his time away from the office with his family and enjoying time outdoors.

 

Qualifications
  • Bachelor of Commerce (University of Western Sydney)
  • Diploma in Financial Services - Financial Planning (Tribeca) )
  • Certificate IV Financial Services - Finance Mortgage Broking (Kaplan)
  • Member of Financial Planning Association - AFP
  • Member of Finance Brokers Association of Australia (FBAA)
  • Tax (Financial) Adviser registration #2507760

Get in touch with our team for questions, guidance or to arrange a meeting