Financial Adviser
· BALCATTA, WA
Bradley Smith
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000269276
Bradley Smith is a financial adviser based in Balcatta, Western Australia, with 25 years of experience in the financial services industry. Bradley is currently authorised under Wealth Partners Wa 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2017
Accredited Aged Care Professional
Aged Care Steps
2017
Fellow Chartered Financial Practioner
Association of Financial Advisers