Financial Adviser
· AXEDALE, VIC
Ryan Braund
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251616
Ryan Braund is a financial adviser based in Axedale, Victoria, with 9 years of experience in the financial services industry. Ryan is currently authorised under Lifespan Financial Planning Pty Ltd. Ryan 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 (CFP) from Financial Advice Association of Australia (FAAA). Ryan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Accounting
La Trobe University
2015
928 Margin Lending Knowledge and Skills
Kaplan Professional
2015
Managed Investments & Securities (Personal Advice)
Mentor Education
2016
Technical Accreditation: SMSF
Commonwealth Bank
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Certified Financial Planner (CFP)
Financial Advice Association of Australia (FAAA)
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register