Financial Adviser · SOUTHBANK, VIC

Petru Bradea

SOUTHBANK, VIC
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001251328
Currently at
Southbank, VIC (firm address)

Petru Bradea is a financial adviser based in Southbank, Victoria, with 9 years of experience in the financial services industry since 2017. Petru is currently authorised under Cfg Advice, operating through Apprise Harpel Group. Petru holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Petru's qualifications include a Masters of Financial Management from University if Bracau - Foreign qualification FASEA approval sort.

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

2009
Bachelor of Economics & Accounting
University of Bracau - Foreign qualification FASEA approval sort
2010
Masters of Financial Management
University if Bracau - Foreign qualification FASEA approval sort
2016
Advanced Diploma of Financial Planning
Monarch Insitute
2016
Diploma of Financial Planning
Monarch Insitutate
2022
Ethics & Professionalism in Financial planning
Ethics - Kaplan

Registration History

Aug 2023 - Present Current
Apr 2020 - Present Current
Jun 2019 - Mar 2020 Ceased
Jan 2017 - Jun 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register