Financial Adviser
· SYDNEY, NSW
Bradley Berman
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006210
Bradley Berman is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Bradley is currently authorised under Mbs Advice Licence Pty Ltd. Bradley holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Management) from University of Western Sydney. Bradley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (Management)
University of Western Sydney
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Advice on Superannuation limited to Life Risk Insurance advice
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
Source: ASIC Financial Advisers Register