Financial Adviser · KIAMA, NSW

Bradley Speering

26 Years experience

Tax advice
authorised

Currently at

Bella Vista, NSW

View firm profile

ASIC Registered · ADV 000280219

Bradley Speering is a financial adviser based in Kiama, New South Wales, with 26 years of experience in the financial services industry. Bradley is currently authorised under Templestone Financial Services 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 Certified Finanical Planner (CFP) Education Program (5 units) from FPA Australia. Bradley is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Advising (10 Units)

Securities Institue Education

2003

Certified Finanical Planner (CFP) Education Program (5 units)

FPA Australia

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Templestone Financial Services Pty Ltd

Aug 2025 - Present Current

Excluding Standard Margin Lending

Matrix Planning Solutions Limited

Oct 2022 - Aug 2025 Ceased

A.C.N. 133 593 012 PTY LTD

Apr 2022 - Oct 2022 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Matrix Planning Solutions Limited

Mar 2022 - Oct 2022 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

WEALTH MARKET PTY LTD

Apr 2020 - Mar 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Jul 2004 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register