Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Bradley Monk
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000440870
Currently at
Upper Mount Gravatt, QLD (firm address)
Bradley Monk is a financial adviser based in Upper Mount Gravatt, Queensland, with 27 years of experience in the financial services industry since 1999. Bradley is currently authorised under Life Path Financial Planning, operating through Life Path Financial Solutions. Bradley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bradley's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia. Bradley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2012
Margin Lending
Pinnacle Financial Services Academy
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan