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Goals Based Advice to Achieve Financial Freedom
Brandon commenced his career in financial services in 2018 after completing a Bachelor of Commerce at the University of Western Australia. After initially working in stockbroking, Brandon’s interests shifted to providing goals-based advice, and constructing roadmaps to help clients and their families reach their financial and lifestyle goals. In support of this objective, he completed a Graduate Diploma of Financial Planning in 2020.
Brandon became a member of the Canaccord Genuity Wealth Specialist team in 2021. His primary focus is to advise clients on investment decisions and create plans to help them achieve financial freedom. He aims to provide his clients with the tools to achieve their goals by providing advice in the following areas:
- Superannuation (including self-managed super funds)
- Retirement planning
- Life insurance
- Cashflow and budgeting
- Investment portfolios and securities
- Debt management
Authorisations
Bradon Oosthuizen can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Brandon is accredited to provide tax (financial) service advice.
Qualifications
- Relevant Provider Exam, FASEA, 2020
- Graduate Diploma of Financial Planning, Kaplan, 2020
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
- Bachelor of Commerce, University of Western Australia, 2017