Financial Adviser
· SYDNEY, NSW
Brad Hellestrand
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000386762
Brad Hellestrand is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Brad is currently authorised under Personal Financial Services Ltd. Brad 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 FPA. Brad is a member of CFP - Certified Financial Planner (FPA) 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
2004
Graduate Diploma in Financial Planning
Securities Institute Australia
2008
Certified Financial Planner
FPA
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
FPC002B-Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register