Financial Adviser
· CUMBERLAND PARK, SA
James Douglas Bradford
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336787
James Douglas Bradford is a financial adviser based in Cumberland Park, South Australia, with 17 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning Pty Ltd. James 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 SA. James is a member of CPA Australia (CPA), National Tax & Accountants Association and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of SA
2005
Certified Practising Accountant
CPA Australia
2008
Diploma of Financial Planning
Kaplan
2013
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2020
Ethics and Professionalism in Financial advice
Ethics - Kaplan