Our Team

Brad Roberts

Brad Roberts

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Brad Roberts

Brad Roberts

Director

Brad Roberts joined The Peak Partnership in 2014, bringing a wealth of business management, accounting, financial planning and practical business expertise to our firm. Brad was appointed director in 2015.

With experience as a partnership business owner himself, Brad has a real empathy for SME and family business owners - understanding the opportunities and challenges they face every day. This is where Brad’s true value lies for his clients – he’s experienced the life of a business owner and he can quickly identify unique and complex SME business issues.

As a qualified Chartered Accountant and Certified Practicing Accountant, Brad’s forte is to provide all-encompassing business advice - whether it’s around start-up processes, growth strategy, operational and financial management, or business risk through to succession planning and business exit strategies.

Brad also has past career experience across financial planning, and while he no longer gives direct financial advice, his in-depth knowledge means he can work with our Wealth Design team to include the personal financial management and retirement goals for his business owner clients.

Brad has a particular interest in a coordinated approach towards estate planning and business succession planning – another area where he adds tangible client service value.

An excellent communicator and keen presenter at business forums, part of Brad’s brief is to match The Peak Partnership’s ‘one-stop-shop’ service offering to a dynamic and entrepreneurial SME sector to help build our client base of tomorrow.

With an in-depth understanding of technology, Brad is also in a position to help our clients take advantage of cloud accounting and other technology-based business solutions. Internally, Brad will drive the change of the practice to an even more business advice focused model to fit with our clients’ expanding needs for support beyond compliance and tax.

Away from The Peak, Brad maintains an interest in a home automation design and install business and he has his hands full with three young children. He is also a member of the executive committee for the Brisbane Small Business Facebook group, plus he is a keen AFL supporter and golfer.

EXPERTISE

  • Business and Financial Management
  • Business Improvement Advice
  • Business Valuations
  • Personal and Business Tax Planning
  • Estate and Succession Planning

CREDENTIALS

  • Bachelor of Business
  • Chartered Accountant
  • Certified Practicing Accountant

CONNECT

E: bradr@peakpartnership.com.au
P: 07 3360 9888

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