Financial Adviser
· MELBOURNE, VIC
Brad David Akkerman
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307966
Brad David Akkerman is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Brad is currently authorised under Principal Partners (VIC). 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 Certified Financial Planner from Financial Planning Association. Brad 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
Bachelor of Business (Economics & Finance)
Swinburne
2004
Graduate Diploma of Financial Services
Securities Institute
2006
Graduate Diploma of Applied Finance & Investment
Securities Institute
2007
Certified Financial Planner
Financial Planning Association
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2021
Financial Adviser Exam
FASEA