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“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

Family Office Senior Advisor, Wealth Advisory

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 not-for-profit 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

Latest Articles

11 April 2021 | Minutes to read: < 1

What’s more dangerous: Diversification or Concentration and does it really matter?

Diversification is highly regarded but just how important is it when investing? While diversifying investments can reduce...
21 January 2021 | Minutes to read: < 1

Philanthropy with impact

Philanthropy can be approached from all sorts of angles. Traditional approaches involve donating money to a chosen...
6 December 2020 | Minutes to read: < 1

Securing your family business longevity and legacy

One of the greatest business challenges for patriarchs and matriarchs is planning the transition of their family businesses to...
30 October 2020 | Minutes to read: < 1

Governance Best Practice: Investment approaches for Australian charitable trusts

[vc_row][vc_column][vc_column_text]The best performing for-purpose Boards and Investment Committees (ICs) recognise their primary role is one of governance,...
29 October 2020 | Minutes to read: < 1

What are the benefits and costs of establishing a Family Office?

When making any significant financial decision in life it pays to undertake a detailed benefits and cost...
29 October 2020 | Minutes to read: < 1

What is a Family Office and what does it do?

Traditionally, when we think of a Family Office, powerhouse business names like Rockefeller or Rothschild come to...
19 March 2021 | Minutes to read: < 1

What makes a Family Office investor different?

Successful investors will often think and behave differently to most. This is particularly true when it comes...

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