BEYOND SQUARE

Beyond Square was founded to help small, independently owned Financial Advisers/Brokers adapt and thrive despite the ever-changing commercial environment in which they operate. With increased regulatory oversight and growing client expectations, advisers that want to succeed now and into the future need to be more than just sales oriented brokers. They will need to be advice lead consultants for their clients.

Successful businesses will be those that can adapt to and exploit change to their advantage. Our aim is to work with businesses that want to be leaders in their industry, operating ahead of the change curve, rather than behind it. If you think that is you, then get in touch and lets’ see how we can work together.

THE TEAM

Brad Turns

Brad has been involved in the Financial Planning industry since the year 2000. During his career he’s experienced a significant amount of change that has driven the need to increase professionalism and focus outcomes on the client. He is passionate about creating profitable businesses that provide non-conflicted advice with the client’s best interest at heart.

With more than 15 years experience in the financial planning industry Brad is well placed to help you take your business to the next level.

His previous roles cover financial planning, practice development, paraplanning, and compliance. Critically he was involved in the implementation of business changes forced by the introduction of the Future of Financial Advice (FOFA) legislation in Australia. This experience, as both the owner of his own advice practice, and in a Practice Development capacity working with other adviser practices, has given him the expertise and knowledge to help others develop their own business.
His previous experiences have seen him not only providing advice to clients, but also providing financial planning practices with technical assistance and training in the provision of advice and services to their clients.
Brad has worked with both large financial institutions and small boutique financial planning practices, including his most recent planning role in a business that experienced significant growth over a short period.

GET IN TOUCH

PHONE

01 687 7147

ADDRESS

1 Moat House
Main Street
Ratoath, Co. Meath
Ireland

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