Financial Adviser · DUBBO, NSW

Bradley Robert Williams

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004185

Bradley Robert Williams is a financial adviser based in Dubbo, New South Wales, with 12 years of experience in the financial services industry. Bradley is currently authorised under Alliance Wealth Pty Ltd. Bradley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Human Resource Management) from Southern Cross University. Bradley 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Business (Human Resource Management)
Southern Cross University
2008
Graduate Diploma of Financial Planning
FINSIA Education
2014
Derivatives
Other - Kaplan Professional
2014
Diploma of Financial Planning
Kaplan Professional
2014
Margin Lending
Other - Kaplan Professional
2020
Self Managed Superannuation Funds Program
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

May 2023 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Apr 2020 - May 2023 Ceased
Jan 2014 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register