Brad Usasz strongly believes that clients’ interests should be paramount in the investment process. As an adviser, he strives to deliver wealth management solutions that achieve the best possible outcomes for his clients-and by maintaining a strong set of business ideals and complete professionalism, he gives his clients good reason to put their faith in his abilities.
Having spent over 30 years in finance, Brad has worked for leading firms in Brisbane, Sydney and London, including CitiBank, Morgans Stockbroking, Wilson HTM, Macquarie Bank and most recently UBS Wealth Management. Over this time, he has experienced a number of major market corrections and gained an astute understanding of what comprises a genuinely holistic wealth management offering. Starting at the structuring phase, Brad takes a multi-class asset allocation approach to his clients’ portfolios, always ensuring funds are invested appropriately with a strong focus on risk management. In his eyes, it all comes down to having an accurate understanding of each client’s circumstances, and using this knowledge to develop a long-term strategy.
At LGT Wealth Management, Brad works with a range of clients, including professionals, family businesses, not-for-profit groups and charities. Dependable and with a high level of integrity, Brad has also devoted time to the Board of a school Foundation, and was previously on the Board of the Stockbrokers and Financial Advisers Association of Australia (SAFAA), the peak industry body-as well as a member of an Advisory Board to a significant private family office. He is also a qualified Chartered Accountant and a Master Practitioner Member of the SAFAA.
