BM

Brad Macaulay

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Email: ****m@investmentzone.com.au
Location: Greater Brisbane Area
Current employer:
Investment Zone
Current title:
Founder /Managing Director
Last updated: 22/05/2023 01:46 AM
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About

Brad Macaulay is from Greater Brisbane Area. Brad is currently Founder /Managing Director at Investment Zone, located in Port Of Brisbane, Queensland, Australia. In Brad's previous role as a General Manager - Distribution, Mirvac PFA Ltd (National role) at Mirvac Investment Management, Brad worked in until Apr 2010. Prior to joining Mirvac Investment Management, Brad was a State Manager - Qld, NT & Nthrn NSW at Australian Unity Investments (Funds Management) and held the position of State Manager - Qld, NT & Nthrn NSW. Prior to that, Brad was a Business Development Manager (Senior) - QLD & NT at Australian Unity Funds Management from Aug 2001 to Sep 2003. Brad started working as Business Development Manager (Senior) at MLC Australia in Jan 2000. From Jun 1997 to Dec 1999, Brad was Business Development Manager at NATIONAL AUSTRALIA FINANCIAL MANAGEMENT LTD (Merged with MLC).

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Brad Macaulay's current jobs
Company: Investment Zone
Title: Founder /Managing Director
Period: May 2010 - Present (14 years, 8 months)
Location: Port Of Brisbane, Queensland, Australia

We can help you with... Reducing your debts | Growing your wealth | Investing | Buying property Managing your Superannuation | Self-managed super funds (SMSF) | Budgeting & Saving Protecting your assets | Business advice Planning your retirement | Estate Planning | Social security & Aged care and "FREE" educational investment seminars and events. Investment Zone provides honest and comprehensive 'holistic' Financial Planning advice, helping you achieve your personal financial goals. This quality financial advice is the cornerstone of having the right investment strategy in place to create the wealth you'll need for your retirement. Getting the right advice early is one of the best decisions you can make! From our Head office in Wynnum on Brisbane's Bayside, the Investment Zone team has over 70 years experience in financial services, with Brad having 35 of those years. Due to this industry experience, we are becoming one of the better known financial planning firms in Brisbane. We are 100% committed to providing good old-fashioned personalised service to our clients. At Investment Zone, your success is our success. We don’t answer to banks, fund managers or insurers like some other financial planners. We only answer to our customers and our employees. We’re a business which treats people like family, not numbers. We’re local and part of your community. But having said that, we have clients located around the country as well. We’re focused on advice, rather than product sales and we aren’t trying to sell people a particular product. We'll assist you to make smart decisions with your money! Send us a message here or call 1300 124 683 or Book your Appointment on our website now! We are open Monday to Friday 9:00am - 5:00pm

Brad Macaulay's past jobs
Company: Mirvac Investment Management
Title: General Manager - Distribution, Mirvac PFA Ltd (National role)
Period: Feb 2006 - Apr 2010 (4 years, 2 months)
Title: State Manager - Qld, NT & Nthrn NSW
Period: Oct 2003 - Sep 2005 (1 year, 11 months)
Title: Business Development Manager (Senior) - QLD & NT
Period: Aug 2001 - Sep 2003 (2 years, 1 month)
Company: MLC Australia
Title: Business Development Manager (Senior)
Period: Jan 2000 - Aug 2001 (1 year, 7 months)
Company: NATIONAL AUSTRALIA FINANCIAL MANAGEMENT LTD (Merged with MLC)
Title: Business Development Manager
Period: Jun 1997 - Dec 1999 (2 years, 6 months)
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