Financial Adviser
· PARRAMATTA, NSW
Bradley Wardle
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000435421
Bradley Wardle is a financial adviser based in Parramatta, New South Wales, with 13 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 Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Australian Institute of Financial Services and Accounting (AIFA)
2012
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2020
FPETH501A Ethics and Professional Standards for Financial Advisers
Ethics - TAFE NSW
2021
Taxation Planning
Other - TAFE NSW
2025
Commercial Law
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register