Brad Ellis 

Advisor Financial Planner

About Me

With over 40 years of experience in the financial services industry, Brad has developed a comprehensive skill set spanning retail, general, and private banking in the early years of his career. For the past 24 years, he has specialized in financial planning, primarily with Old Mutual, where he played a pivotal role in several distribution businesses. Brad holds a Postgraduate Diploma in Financial Planning (UFS) and the Certified Financial Planner (CFP) certification. Brad passionately endorses the power of Lifestyle Financial Planning. His key focus is Investment and Retirement planning. He believes that with focused planning, one can effectively prepare for the changes and unexpected events that life inevitably presents.

Qualifications

  • Postgraduate Diploma in Financial Planning – University of the Free State
  • Certified Financial Planner® (CFP)

Focus Areas

  • Goal-based financial planning
  • Investment planning
  • Retirement planning
  • Risk planning
  • Estate planning

Personal

Outside of work, Brad is an avid cyclist and runner, often exploring the beautiful outdoors of South Africa. He is married, with three children and three grandchildren, and values time spent with family as much as his passion for helping others achieve financial security.

Back to planners