The Wise Owl Financial team cares about you and your brighter future. We work together as a tight knit team to bring about the right financial outcome for you. Our professional knowledge in financial planning and our genuine care for customers has proven to be a winning formula of success. Let us introduce the Adelaide team to you.
Robert is a qualified Chartered Accountant practicing for almost 30 years, including the establishment of a successful accounting practice in Western Australia, prior to becoming a Financial Advisor. With a strong combination of both Accounting and Financial Planning, customers feel secure in the knowledge that Robert brings.
Robert is also a qualified Certified Financial Planner (CFP) and has been assisting clients for over 15 years with their financial planning. In 2006, he extended his professional skills to a SMSF (Self Managed Superannuation Fund) Specialist Adviser.
Robert is the Principal of Wise Owl Financial, specialising in Financial Planning, traveling between the Adelaide and Perth offices, with a long history of happy customers.
Brad has been involved in the finance industry for more the 15 years, with experience working for Super SA and Local super (now Statewide super) before making the move into financial planning with a national advisory firm.
In 2013 Brad opened Limetree Wealth Management with Hamish Edwards and the pair successfully built a strong relationships with very loyal clients. Now in 2018 Brad has joined the team at Wise Owl Financial where he plans to continue to help and guide clients through there wealth creation journey.
Brad has complete Advanced Diploma in financial services - Financial planning and is a practicing member of the FPA (Financial PLanning Association) and holds AFP status.
Brad is married to Alice and has two young children, Eva and Arlo and he enjoys nothing more than sitting down to watch the mighty New Zealand All Blacks play rugby.
Hamish started working in the Finance industry completing his Diploma in financial planning in 2007 and becoming an active member of the AFA (Association of Financial Advisers)
Hamish has advised clients at two private financial planning practices prior to making the move to opening his own practice at Limetree Wealth Management in 2013 and now joining the team at Wise Owl Financial.
Spending time with family is what Hamish enjoy most in life, Hamish has been married to Veronica for 15 years and has two kids under the age of 7, Alannah has just completed her reception year and Joshua is not quite out of nappies.
In his spare time Hamish enjoys gardening, exercise when and if time permits.
Hamish is also a passionate Port Adelaide Football Club member and a member of the Liverpool Association Adelaide branch.
