Brad Jackson – Leader, innovator, trusted advisor, 30-year industry veteran and a Tiger tragic.

Ask Brad what’s changed most in three decades, and his answer is immediate: professionalism and education.

“Today’s advisers are entering the industry with strong academic foundations,” he says. “Most have at least an undergraduate degree in financial planning, and many hold an MBA. There’s extensive in-house training and ongoing professional development; it’s a far cry from the early days.”

He sees that as an overwhelmingly positive shift. Higher standards, he explains, have elevated the industry’s reputation and deepened client trust.

“It’s now a genuine profession with structure, accountability, and purpose. And the best part? The quality of people coming through, they’re motivated, well-educated, and genuinely care.”

Another transformation he’s proud to see is the rise of women in the field. “It’s one of the best things that’s happened to advice,” Brad says. “Diverse perspectives make us better. It’s changed the way we engage with clients and with each other.”

When it comes to defining what makes a quality adviser, Brad’s view blends technical mastery with deeply human skills.

“First, you have to know your stuff,” he says. “That’s non-negotiable. But beyond that, it’s about drive, commitment, and the ability to build real relationships.”

He believes that transparency is key, being honest about what’s possible and taking responsibility when things don’t go as planned.

“You need to work towards the best outcome for the client, always. It’s a serious business with serious outcomes, so you have to be a serious person. Care for your client, care for yourself, and care for the profession.”

Brad also emphasises the importance of collaboration. “Financial planning isn’t done in isolation. You work with accountants, investment specialists, insurance professionals, paraplanners and administration professionals. Success depends on how well you can manage relationships and lead teams.”

And above all, he says, “You need to be a great listener. That’s how you build trust. That’s how you make a difference.”

For Brad, the real reward isn’t in balance sheets or portfolios, it’s in moments of trust. “When a client asks you to be their children’s adviser, that’s the highest endorsement you can get,” he says with a smile. “It means they see you not just as a professional, but as part of their legacy”

Over the years, Brad has guided clients through retirements, market volatility, and personal milestones. He’s seen entire families grow up, transition wealth, and plan for the next generation. It’s demanding work, he admits, but deeply fulfilling.

“It’s a career that asks a lot of you, emotionally, intellectually, personally, but what you give, you get back tenfold.”

Today, as a Principal at First Financial, Brad embodies the firm’s values of respect, integrity, trust, and professionalism. His approach is refreshingly straightforward: “Be honest. Be accountable. Help clients see what’s possible.”

Clients describe him as steady, thoughtful, and reliable, the kind of adviser who’s there when it matters most. His long-term clients appreciate not only his technical expertise but also his consistency and composure in the face of life’s uncertainties.

Brad specialises in retirement and pre-retirement strategy, with a focus on tax-effective planning, wealth transition, and family outcomes. Yet he insists that money is just part of the story. “What really matters is helping people live with confidence, to support their families, make wise choices, and feel excited about what’s ahead.”

Outside work, Brad is a die-hard Tigers fan and lives in Richmond with his partner and their teenage twin boys. He makes time for old friends, good stories, and the kind of conversations that matter. The same values that have guided him for more than thirty years in a profession built on trust, care, and genuine connection.

Want financial advice that’s clear, practical, and built around what matters most to you? Contact our team today.

Or, if you’re interested in building your career in financial advice alongside a supportive group of professionals, head to our careers page to see the opportunities available at First Financial.

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