Financial Adviser · HOLDEN HILL, SA

Bryce James Watkins

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001291959

Bryce James Watkins is a financial adviser based in Holden Hill, South Australia, with 3 years of experience in the financial services industry. Bryce is currently authorised under Matrix Planning Solutions Limited. Bryce 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 Kaplan Higher Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2022
Commercial Law Course
Kaplan Professional

Registration History

Jul 2021 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Source: ASIC Financial Advisers Register