Financial Adviser · SOUTH PERTH, WA

Bradley Michael Clarke

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002479

Currently at

South Perth, WA

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Bradley Michael Clarke is a financial adviser based in South Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. Bradley is currently authorised under Cy Financial Services, operating through Redpoint Investment Holdings. 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 Bachelor of Commerce from Deakin University. Bradley is a member of Certified Independent Financial Advisers Association Ltd (CIFAA).

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

2000

Bachelor of Commerce

Deakin University

2006

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2010

Margin Lending and Geared Investments

Kaplan Education Pty Ltd

2019

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2020

FPC002 BEthics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Cy Financial Services Pty Ltd

Jan 2020 - Present Current

Shaw And Partners Limited

Sep 2019 - Jan 2020 Ceased

SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD

Sep 2019 - Jan 2020 Ceased

DJ CARMICHAEL PTY LIMITED

Feb 2006 - Aug 2019 Ceased

Source: ASIC Financial Advisers Register