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FINANCIAL PLANNERS WHO CARE

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30 Years of Experience

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BRAD MCDONALD | ADELAIDE

PARTNER / FINANCIAL ADVISOR

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Phone: (08) 8373 0134

Email: bmcdonald@wiseowlfp.com.au

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Brad has over 20 years of experience in the financial services industry, having commenced his career with Super SA and Local Super before transitioning into financial planning with a national advisory firm

In 2013, Brad co-founded Limetree Wealth Management with Hamish Edwards, building a strong, loyal client base grounded in trust, long-term relationships, and quality advice. In 2018, Brad and Hamish acquired Wise Owl Financial's Adelaide client base and merged the two businesses, marking a significant step in the firm's growth. Brad continues to focus on helping clients navigate their financial journey with clarity and confidence.

Brad holds a Graduate Diploma in Financial Planning and is a practising member of the Financial Advice Association Australia (FAAA), demonstrating his ongoing commitment to professional standards and education.

Outside of work, Brad is married with two young children. His weekends are typically spent on the sidelines of junior sport, enjoying the occasional round of golf, and following the mighty All Blacks.

Hamish entered the Finance industry in 2007 upon completion of his Diploma in Financial Planning, and later became an active member of the AFA (Association of Financial Advisers).

Hamish has advised clients at two private financial planning practices prior to opening his own practice at Limetree Wealth Management in 2013, and in 2018 joined the team at Wise Owl Financial. Hamish is passionate about understanding how he can help his clients achieve their personal goals.

Spending time with family is what Hamish enjoys most in life, married into a large Italian family and having two young school children takes up most weekends and free time.

Hamish is an enthusiastic Port Adelaide and Liverpool supporter with a green thumb keen to learn more about Regenerative gardening and teaching his two children more about seasonal fruit and vegetables that can be grown whilst also taking care of our environment.