About Jarrad Brown
The Trusted Australian Expat Financial Planner in Singapore
Having moved to Singapore over 10 years ago from Perth, Western Australia, I've navigated the personal finance minefield in Singapore and have helped hundreds of other Australian expats do the same.
Having moved from Australia as a fee-based financial planner to Singapore, I have seen the challenges that expats face when it comes to finding transparent and flexible solutions for their own financial affairs. This is particularly true for Australian expats living and working in Asia.
I am an experienced Australian-trained and qualified, Fee-Based Financial Planner here in Singapore, providing comprehensive financial plans and reviews for both Australian expats and other nationalities, as well as local professionals.
Making a positive contribution to the community is one of the key things I thrive to do throughout my career.
As a dedicated member of Rotary International, I have played a key role in fundraising projects, having raised over $1,000,000 for various charities. In addition, I have served as the Director of Fundraising for the Rotary Clubs of Perth and Mt Lawley; and was the HR Director for Curtin Volunteers. I am also an active supporter of Conquer Cystic Fibrosis and Cystic Fibrosis WA. My contributions have been recognised with the WA Citizen of the Year Award and a Rotary International Paul Harris Fellow.
As a seasoned board member with a strong finance and legal background, I have contributed to a diverse range of organisations, from early-stage start-ups to established not-for-profit and corporate boards.
I have played a pivotal role in forming and structuring boards, as well as providing ongoing strategic guidance to align the organisation's goals and initiatives. I have also helped guide businesses through the succession planning process, leveraging my expertise to help ensure a smooth transition of leadership. My board experience includes the Alchemist Foundation, the John Curtin Leadership Academy, Rotary International, and the Agribusiness Alumni Association.
"Thriving to be the best financial adviser that is both highly qualified and experienced is how I ensure my clients are well looked after over the long term."
I specialise in portfolio management; and key business and individual protection for high-net worth clients, retirees, and busy Australians expats in Singapore and across the globe. I am committed to lifelong learning and am constantly updating my technical, financial planning skills and knowledge.
I hold an Executive MBA, Bachelor's Degree in Economics and Finance with First Class Honours in Finance, and have completed several courses to further advance my expertise, including the Singapore College of Insurance, the Institute of Banking & Finance in Singapore, the Advanced Diploma of Financial Planning, the Diploma of Financial Planning, Superannuation and Retirement Planning, Accredited Derivatives Advice Levels 1 & 2, Qualified Property Investment Adviser (QPIA),and the CFA Level 1. I have also completed the Company Directors Course through the Australian Institute of Company Directors and hold a Diploma in Finance & Mortgage Broking Management. My ‘obsession’ with furthering my education is what enables me to continue to provide sound, holistic and specific advice catered to each of my client’s needs.
Start your financial journey with me today