Better knowledge, investing and advice for a super future!
10 years and counting!
True to Our Mission Since 2014
When we launched Brightday in 2014, we said we would deliver:
“Member-centric digital investment solution”
“Give people greater control”
“Better, more informed investment choices”
We did just that, and that commitment remains our mission even today!
A lot has changed in 10 years, but our DNA has remained consistent. As we have grown from strength to strength, we've continually delivered success for our clients!
Why did we start Brightday?
We believe that everyone should have the opportunity to grow and manage their wealth and their own super.
This should be accessible and affordable, however, we’ve seen that without the right support and investment know-how, growing and managing wealth and super can be confusing and result in underperformance, mistakes and lost opportunities.
So we created one place where super knowledge and super investing come together with investment options and the know how that grows and change to suit you!
What is Brightday?
Brightday is a proven wealth management and super service that remains on the cutting edge of innovation. We bring super knowledge, products, technology and advice together in a values-driven environment built on foundations of compliance.
With Brightday you can dial up or down the level of control you have over your investments and choose to invest in our ready-made portfolios where we do the work for you, or you can take more control by investing in managed funds, term deposits and shares.
However, we know that having lots of investment options doesn’t help unless you feel confident in making investing decisions. So we also provide the access and options for you to get right level and amount of advice and know-how that will help you make better decisions no matter how much time or experience you have.
What does Brightday mean?
Thinking about 3 ways we can help people and brighten their day:
When we learn or do something that can improve our life, it is a Brightday.
Whenever we take a step towards a safer and more prosperous life, it is a Brightday.
Every time we interact with someone who impresses us with a great experience, it is a Brightday too!
You can see a common theme right?
And so we named our service Brightday.
Who’s on the Brightday team?
Adviser team
Joel
Joel has worked in the financial services industry for 17 years with over 7 years working as a Senior Financial Planner and holds a Master of Financial Planning.
Joel brings the experience and knowledge to help you with your situation both now and into the future. Joel is passionate about helping you to achieve your goals and fulfil your financial potential
Call Joel 0489 070 093
Dale
Passionate about assisting clients by providing good valuable advice, Dale built a strong career in financial planning where he can help individuals take control, reach goals and improve their situations. That’s fulfilling with a tangible positive impact and he takes great pride in the advice he recommends to clients.
Dale has a Master of Applied Finance, Bachelor of Commerce in Internal Auditing and a Diploma of Financial Planning.
Call Dale 0483 931 581
Core team
Patrick
Pat began his career as a passionate teacher, dedicated to fostering learning and growth in others. He later transitioned into the world of finance, building a strong foundation in investment research and portfolio construction. During this time, he developed a keen ability to analyse market trends and create strategies that balanced growth and stability.
Now, Pat applies his diverse experience as a Financial Planning Associate, where he introduces clients to financial advisers and helps them better understand their financial situations. His teaching background enables him to simplify complex concepts, empowering clients to make informed decisions about their financial futures.
Call Patrick 03 7037 0141
Iris
Focuses on brand promotion and digital marketing strategies, specialising in utilising analytics and digital tools to optimise brand visibility and customer engagement.
Iris holds a master's degree in Information Technology from Monash University.
Aaron
Aaron is a dedicated Client Services Manager with over three years of experience collaborating with financial advisers to create tailored strategies that help clients achieve their goals. Known for his hands-on approach, Aaron invests time in understanding his clients on a deeper level, enabling him to anticipate their needs and deliver exceptional service. His commitment to continuous growth and development not only enhances the client experience but also drives his ambition to become a financial adviser himself and build Brightday into a household brand.
Outside of work, Aaron is a passionate car enthusiast with an adventurous spirit for travel. He values lifelong learning and is always exploring new interests, reflecting his drive for personal and professional growth. Aaron’s enthusiasm and dedication make him an integral part of the team, as he bridges the gap between advisers and clients with care and precision.
Call Aaron 03 7037 0141
Virtual team
Emma
Focuses on Retirement, Planning and Insurance topics.
Hannah
Focuses on Accounting and Tax.
David
Focuses on Investing.
Who else is part of the secret to Brightday’s success?
Brightday Advisers is a proud Corporate Authorised Representative registered in Australia. As a dedicated member of the financial services community we are authorised to provide expert financial advice and services. We specialise in offering personalised financial planning solutions, investment advice, and wealth management services.
Our commitment is to empower our clients to make informed financial decisions and achieve their long-term financial goals. Trust, proactivity and client-centric service are at the heart of everything we do.
Brightday is supported by the wealth management experts, Pearl Funds Management who help Australians on the road to their hopes and dreams by offering products and services for home loans, financial planning, insurance, superannuation and investments.
Pearl Funds Management is an authorised representative AFS Rep No 001254808 of Banyan Securities PTY LTD AFSL 484139.
What services does
Brightday Advisers provide?
Investment
Cash, diversification, income, shares, bonds, lump sums, managed funds, portfolio review
Debt
Consolidation, conversion, optimisation
Estate
Wills, POA, trusts
The products and services we provide or give access to or may help with include the following. We provide some of these directly on our platform, or we facilitate them through advice and planning or we enable access via partners.
In all cases our focus is what is the best way to deliver benefits to you and solve problems for our customers.
Super, Retirement, Wealth Strategies
Insurance
Personal, income, life, disability, trauma
Aged Care
Pensions, housings, assets, gifting, annuities
Brightday. Our promise is in our name!
Super
Strategy, optimisation, deductions
Self Managed Super Funds (aka SMSF)
Strategy, assets, trusts, total vs flexible
Savings
Discounts, rewards, bonuses on expenditure
The above services provided by Brightday Advisers Pty Ltd, Corporate Authorised Representative 1370926, of Banyan Securities Pty Ltd AFSL 484139.
