Financial Adviser · BUNDABERG, QLD

Bradley Scott Harvey

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005887

Bradley Scott Harvey is a financial adviser based in Bundaberg, Queensland, with 26 years of experience in the financial services industry. Bradley is currently authorised under Alliance Wealth Pty Ltd. 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 Certified Financial Planner from FPA. Bradley is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Advising (8 units)
Securities Institute of Australia
2005
Self Managed Superannuation Funds
Tribeca
2007
Advanced Diploma of Financial Planning
FINSIA
2008
Certified Financial Planner
FPA
2010
Margin Lending & Geared Investments
Kaplan

Registration History

Mar 2024 - Present Current
Apr 2020 - Mar 2024 Ceased
Government Debentures, Stocks or Bonds: class of product only.
ELDERS FINANCIAL PLANNING PTY LTD
Apr 2017 - Apr 2020 Ceased
Government Debentures, Stocks or Bonds: class of product only.
Feb 2004 - Mar 2017 Ceased

Source: ASIC Financial Advisers Register