get to know us
THE TEAM
Bradley Abbott
DIRECTOR & FINANCIAL ADVISER
Bradley Abbott, a dedicated Financial Adviser and Director at The Adviser Collective, known for his straightforward and results-driven approach. With a passion for simplicity, Bradley has transformed the financial fortunes of numerous clients, delivering tangible improvements to their lives.
Understanding that every individual has unique financial aspirations, Bradley begins by crafting a tailored plan. Whether clients aim to grow their wealth, invest in property, optimise their superannuation, or manage debt, Bradley provides well-informed insights and unwavering support throughout the entire process. From developing strategic proposals aligned with personal goals to implementing intricate strategies, he ensures the progress and enhancement of clients' financial circumstances.
Recognising that different people have varying preferences for detail, Bradley adapts his communication style accordingly. He is skilled at presenting concepts with the desired level of detail, ensuring comprehensive and high-quality advice is delivered consistently.
Bradley's commitment goes beyond providing advice; he establishes deep connections with his clients, transcending the role of a mere professional adviser. He becomes an integral part of their future, offering not only expertise but also trust and reliability. Whether assisting high-net-worth individuals in making smart financial decisions or guiding clients through emotionally challenging financial situations, Bradley dedicates his undivided attention to finding the right solutions.
At The Adviser Collective, Bradley and his team know the importance of seeking advice and the long-term benefits it brings. With a firm belief in their purpose and a commitment to helping clients achieve financial success, they strive to ensure that engaging with their services is a decision clients will appreciate in the years to come.
Brett Cruden
FINANCIAL ADVISER
Brett founded Cruden Financial to provide clients with high-quality financial advice enhanced with the dedication and care of a small firm.
The Adviser Collective and Cruden Financial work collaboratively to bring together their strong technical background in order to enhance the advice process for their clients. Combining their efforts brings a continual source of momentum encouraging growth within our small team and allowing enhanced financial strategies.
Cruden Financial was built around the philosophy of helping clients achieve their Life Beyond Money.
Brett knows Life Beyond Money means something different to each individual, family, and business owner. This is why he works closely with his clients to get to know them and understand their immediate issues, as well as the life they aspire to have, unburdened by financial concerns.
As an experienced, strategic Financial Adviser, Brett’s clients can expect to engage with clear, confident, and straightforward solutions tailored to their specific needs. He is experienced in cash-flow management (including budgeting), superannuation, retirement planning/forecasting, business succession planning, personal risk and wealth accumulation.
Brett has worked closely with families to get out of a budget rut in order to start living their ideal life with financial security. He has extensive wealth protection experience which enables him to implement the right insurance safeguards and also navigate client entitlements following serious impairment or death. From making strategic use of one-off lump sums to planning long-term life goals Brett facilitates a smooth transition to financial security or wealth accumulation.
Lillie Abbott
ADVISER ASSISTANT
Lillie works closely alongside Bradley and Brett as an Adviser Assistant, both extending her knowledge and providing support throughout the entire advice process from initial meetings to advice implementation.
Lillie has a strong background in client-facing roles and loves working with clients at all stages of their financial journey. She is skilled with instilling simplicity, to ensure all clients’ financial endeavours are as unintimidating as possible, whether that is helping understand complex strategies or navigating rigorous paperwork.
Understanding the importance of financial security is crucial and Lillie has a genuine interest in helping people grow their knowledge of finance as she continues to grow her own. It is important for her to spend time understanding a client’s background, so she is able to understand specific requirements in order to provide a service catered to your lifestyle. Do you want to know the ins and outs, with comprehensive breakdowns of each step or do you prefer for us to do the hard work, just keeping you in the loop? She is patient and always up for a chat, no matter what your questions may be.
Lillie is currently in the final stages of a Bachelor of Commerce at The University of Newcastle, where she majors in finance and economics. Lillie continues to build upon her knowledge in the industry, and just because she loves studying so much, she will be completing an Advanced Diploma of Financial Advice in the new year.