Financial Adviser
· ALBION, QLD
Phillip Brady
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000379644
Phillip Brady is a financial adviser based in Albion, Queensland, with 38 years of experience in the financial services industry. Phillip is currently authorised under Life Path Financial Planning Pty Ltd. Phillip 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 (CFP) from Financial Planning Association (FPA). Phillip 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
1999
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2011
Graduate Diploma Applied Finance (Financial Planning)
Kaplan Professional
2012
RG146 Margin Lending
MLC ThreeSixty
2014
Master of Applied Finance
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan