Financial Adviser · ROSE PARK, SA

Brad Michael Salisbury

12 Years experience

Tax advice
authorised

Currently at

Rose Park, SA

View firm profile

ASIC Registered · ADV 000466851

Brad Michael Salisbury is a financial adviser based in Rose Park, South Australia, with 12 years of experience in the financial services industry. Brad is currently authorised under Concord Licensee Services Pty Ltd. Brad 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd (PRV12030). Brad is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner's Board of Australia.

Authorised to Advise On

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

Restrictions: Approved to advise on Self Managed Superannuation Funds (SMSF)Advanced Listed Securities Authorisation completed 24/09/2020 through ASX Listed Products Accreditation Course (LPAC)

Authorised to provide tax financial advice services

Qualifications and Training

2017

Master of Financial Planning

Kaplan Higher Education Pty Ltd (PRV12030)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Concord Licensee Services Pty Ltd

Aug 2019 - Present Current

Approved to advise on Self Managed Superannuation Funds (SMSF)Advanced Listed Securities Authorisation completed 24/09/2020 through ASX Listed Products Accreditation Course (LPAC)

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2016 - Aug 2019 Ceased

Excluding Self Managed Superannuation Funds

SECURITOR FINANCIAL GROUP PTY LIMITED

Oct 2014 - Dec 2016 Ceased

Excluding Self Managed Superannuation Funds

Westpac Banking Corporation

May 2014 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register