Financial Adviser
· PARRAMATTA, NSW
Jeffrey Nagisa Bromfield
No disciplinary history on record with ASIC
PARRAMATTA,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300153
About Jeffrey Nagisa Bromfield
Jeffrey Nagisa Bromfield is a financial adviser based in Parramatta, New South Wales, with 3 years of experience in the financial services industry since 2023. Jeffrey is currently authorised under Mufg Retire360. Jeffrey holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Bachelor of Business (Major in Financial Planning) from RMIT. Jeffrey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Markets
FINSIA
2009
Diploma of Financial Services
KAPLAN
2013
Bachelor of Business (Major in Financial Planning)
RMIT
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Advice on Superannuation excludes Self-managed Superannuation funds.
Source: ASIC Financial Advisers Register