At BDO Wealth Management our objective is to deliver independent, high quality wealth creation and financial planning solutions to help our clients meet their financial and lifestyle objectives.
In Australia, BDO was established as an association of firms in 1975. Today we are one of Australia's largest associations of independently owned accounting practices with over 1,000 staff and offices in Adelaide, Brisbane, Cairns, Canberra, Darwin, Hobart, Melbourne, Perth and Sydney.
BDO Wealth Management (VIC) Pty Ltd is a principal member of the Financial Planning Association of Australia (FPA), holds an Australian Financial Services Licence (AFS Licensee No. 237260) issued by the Australian Securities and Investment Commission (ASIC) and is licensed to provide advice on wide range of investments.
Additionally BDO Wealth Management is a member of the Responsible Investment Association (RIA) formerly the Ethical Investment Association and currently has in excess of $400 million in Funds Under Advice (FUA).
Importantly BDO Wealth Management is owned independent of any fund manager or financial institution. All BDO Wealth Management advisers are fully conversant with legislation impacting on wealth creation, wealth protection, investment & tax strategies and retirement planning.
We are pleased to introduce you to our Directors:
John specialises in the following areas:
John is a Director of BDO Wealth Management (VIC) Pty Ltd and the firm’s principal. With over 25 years experience in the financial services sector, John has assisted clients by developing tailored solutions which enable them to achieve their financial goals and lifestyle outcomes as a result.
After seven years focusing on roles in insurance and superannuation, John founded John Brady & Associates in 1987. In 1996, John helped establish Australian Financial Services, one of Australia’s leading dealer groups. 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.
John’s focus has been to educate clients on the need for proper investment planning which involves an understanding of a wide range of financial issues. John advises all manner of clients from individuals commencing the wealth accumulation process through to retirees, the Not-for-profit sector and private organisations.
Michael specialises in the following areas:
Michael has over 25 years experience commencing with Peat Marwick Mitchell (now KPMG), undertaking audit, accounting, taxation and computer audit responsibilities.
Michael joined Evans Partners in Melbourne in 1978. There Michael specialised in superannuation requirements for clients and tax specialist areas such as trusts. He was also the firm’s audit partner, which involved auditing public and private companies.
When Evans Partners merged with Horwath (Vic) in 1997, Michael set about developing a path for Horwath (Vic) to enter into financial planning. Two years later, Horwath (Vic) and John Brady and Associates formed an independent joint venture called HFS. In 2007, Horwath & BDO merged to form BDO Kendalls (now BDO).
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BDO Wealth Management (VIC) Pty Ltd
AFS Licensee No 237260
ABN 24 005 419 572
Level 30, The Rialto
525 Collins Street
Melbourne VIC 3000
GPO Box 4736
Melbourne VIC 3001
Ph.+ 61 3 8320 4646
Fax.+ 61 3 8320 4600
Email:wm.melbourne@bdo.com.au