“The most important thing is to actually care about your clients and take the time to understand their unique circumstances. Finding the right solution then comes naturally.”
Andrew Bradley
Principal, Family Office
A highly experienced executive and financial advisor, Andrew Bradley brings invaluable expertise having worked in one of Australia’s leading Family Offices.
As a key member of William Buck’s bespoke Family Office team, Andrew provides high level advice to select individuals and families with significant assets that require a more sophisticated and tailored approach for managing their assets including investment, philanthropy, family governance and family office advisory services.
His ability to create unique and integrated financial and investment solutions has been honed during a successful career working in various senior roles within family office, accounting firms, private and investment banking as well as broking firms.
Andrew provides clear and actionable advice to his clients which include multi-generational families, entrepreneurs, inheritors of wealth, single family offices, executives, philanthropists, sporting and entertainment identities, and for-purpose organisations.
It’s this premium approach and reputation for reliability that Andrew’s clients have come to count on especially during times of economic uncertainty.
Andrew holds a Bachelor of Economics from the University of Queensland, a Master of Science from the London School of Economics and is an Ambassador for Time for Kids Charity.
The Facts:
Core Expertise
- Investment Governance
- Investment Strategy and Policy Development
- Advice, Implementation and Performance Management
- Family Office CIO
Qualifications
- Bachelor of Economics
- Master of Science
- RG146 Qualified
- Diploma of Financial Planning
- Graduate Diploma Applied Finance and Investment
- Tax Practitioners Board (Tax Financial Adviser)
Industries
- Multi-generational families
- Family business
- Inheritors of wealth
- Single family office
- Executives
- Not-for-profits
