Financial Adviser · SOUTHPORT, QLD

Robert Wesley Bradfield

20 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000303537

Robert Wesley Bradfield is a financial adviser based in Southport, Queensland, with 20 years of experience in the financial services industry. Robert is currently authorised under Professional Investment Services Pty Ltd. Robert 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 Bachelor of Commerce from University of Southern Queensland.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

1997

Advanced Diploma in Business (Accounting)

Gold Coast Institute of TAFE

1997

Diploma of Business

Gold Coast Institute of TAFE

2000

Bachelor of Commerce

University of Southern Queensland

2010

Margin Lending

Kaplan

Registration History

Professional Investment Services Pty Ltd

Jun 2014 - Present Current

Not authorised to provide advice on self managed superannuation funds

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Jan 2013 - Jun 2014 Ceased

Professional Investment Services Pty Ltd

Jul 2006 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register