Financial Adviser
· MACQUARIE PARK, NSW
Broderick James Knowles
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244554
Broderick James Knowles is a financial adviser based in Macquarie Park, New South Wales, with 23 years of experience in the financial services industry. Broderick is currently authorised under Baldry Financial Services Pty Ltd. Broderick 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 Financial Planner from Financial Planning Association. Broderick is a member of CPA Australia (CPA) 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
2005
Personal Financial Planning and Superannuation
CPA Australia Limited
2007
Masters of Accounting
Macquarie University - Sydney
2011
Certified Financial Planner
Financial Planning Association
2011
Certified Practicing Accountants Program
CPA Australia Limited
2011
Financial Planning Specialist
CPA Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional