Financial Adviser · WARNERS BAY, NSW

Bradley Gavin Downes

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249383

Bradley Gavin Downes is a financial adviser based in Warners Bay, New South Wales, with 30 years of experience in the financial services industry. Bradley is currently authorised under Akumin Financial Planning Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Bradley is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2004 - Present Current
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