Financial Adviser
· SOUTHBANK, VIC
Petru Bradea
No disciplinary history on record with ASIC
SOUTHBANK,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251328
Practice
Southbank, VIC (practice address on ASIC register)
Licensed through CFG Advice
About Petru Bradea
Petru Bradea is a financial adviser based in Southbank, Victoria, with 9 years of experience in the financial services industry since 2017. Petru works at Apprise Advisory, which is licensed through Cfg Advice. Petru holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Petru's qualifications include a Masters of Financial Management from University if Bracau - Foreign qualification FASEA approval sort.
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
2009
Bachelor of Economics & Accounting
University of Bracau - Foreign qualification FASEA approval sort
2010
Masters of Financial Management
University if Bracau - Foreign qualification FASEA approval sort
2016
Advanced Diploma of Financial Planning
Monarch Insitute
2016
Diploma of Financial Planning
Monarch Insitutate
2022
Ethics & Professionalism in Financial planning
Ethics - Kaplan
2024
Commercial Law
Kaplan
2024
Tax for Financial advising
Kaplan
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register