Financial Adviser · GEELONG WEST, VIC

Bradley Stewart Macdonald

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000320779

Bradley Stewart Macdonald is a financial adviser based in Geelong West, Victoria, with 18 years of experience in the financial services industry. Bradley is currently authorised under Akumin Financial Planning Pty Limited. Bradley 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 Advanced Diploma of Financial Planning from Integrity Education Group.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

AAMC Training Group

2013

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2015

Advanced Diploma of Financial Planning

Integrity Education Group

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education Pty Limited

2022

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Jul 2014 - Oct 2015 Ceased

Akumin Financial Planning Pty Limited

Apr 2012 - Jun 2014 Ceased

Westpac Banking Corporation

Apr 2010 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register