Financial Adviser
· BONDI BEACH, NSW
Glenn John Loadsman
No disciplinary history on record with ASIC
BONDI BEACH,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334097
Glenn John Loadsman is a financial adviser based in Bondi Beach, New South Wales, with 18 years of experience in the financial services industry since 2008. Glenn is currently authorised under Springboard Wealth. Glenn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Glenn's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Glenn is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Certificate IV in Financial Services (Finance/Mortgage Broking)
International Institute of Technology (IIT)
2013
Principles in Self Managed Superannuation Funds
International Institute of Technology (IIT)
2018
FNS60415 Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
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.
RV WEALTH PTY LTD
Source: ASIC Financial Advisers Register