Financial Adviser
· ADELAIDE, SA
Bradley Scott Broad
No disciplinary history on record with ASIC
ADELAIDE,
SA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266998
Bradley Scott Broad is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry since 2018. Bradley is currently authorised under Sa Wealth 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 Bachelor of Commerce (Accounting/Finance) from Flinders University.
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
2016
Bachelor of Commerce (Accounting/Finance)
Flinders University
2017
Diploma of Financial Planning
Kaplan
2019
Advanced Diploma of Financial Planning
Kaplan
2020
Accredited Listed Product Adviser Program
Kaplan
2021
Tier 1 Margin Lending
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register