Financial Adviser · MORNINGTON, VIC

Bradley Witt

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000425502

Bradley Witt is a financial adviser based in Mornington, Victoria, with 15 years of experience in the financial services industry. Bradley is currently authorised under Consultum Financial Advisers Pty Ltd. 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 Bachelor of Commerce (Finance and Management) from Curtin University of Technology. Bradley 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

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Commerce (Finance and Management)
Curtin University of Technology
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2019
Advanced Diploma of Financial Planning
Mentor Education
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jul 2023 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Sep 2022 - Jun 2023 Ceased
Feb 2017 - Sep 2022 Ceased
A.C.N. 133 593 012 PTY LTD
Jul 2016 - Nov 2016 Ceased
Jul 2012 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register