Financial Adviser
· BRISBANE, QLD
Terri Margaret Bradford
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259626
Terri Margaret Bradford is a financial adviser based in Brisbane, Queensland, with 29 years of experience in the financial services industry. Terri is currently authorised under Morgans Financial Limited. Terri 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 Western Sydney University. Terri is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2002
Diploma of Financial Planning
Deakin University
2007
SMSF Adviser Education Program
FPA
2010
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2021
Graduate Diploma of Financial Planning
Western Sydney University