Financial Adviser
· ABBOTSFORD, VIC
Brad Isaac
No disciplinary history on record with ASIC
ABBOTSFORD,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000276285
Brad Isaac is a financial adviser based in Abbotsford, Victoria, with 22 years of experience in the financial services industry since 2004. Brad is currently authorised under Gatekeeper 77, operating through Finstyle Wealth Group. Brad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brad's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Brad is a member of Million Dollar Round Table (MDRT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
KAPLAN
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
SOUTHERN FORTIS PTY LTD
Source: ASIC Financial Advisers Register