Financial Adviser · NORTH BEACH, WA

Bradley John Ellison

16 Years experience

Tax advice
authorised

Currently at

Duncraig, WA

View firm profile

ASIC Registered · ADV 000390635

Bradley John Ellison is a financial adviser based in North Beach, Western Australia, with 16 years of experience in the financial services industry. Bradley is currently authorised under Equitem Financial Services 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 Graduate Diploma of Financial Planning (GDFP19) from Kaplan. 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

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning) FNS50804

Mentor Education - RG146 Training Australia

2020

FPC002B Ethics and Professionalism

Ethics - Kaplan

2023

Graduate Diploma of Financial Planning (GDFP19)

Kaplan

Registration History

Equitem Financial Services Pty Ltd

Sep 2020 - Present Current

Excludes SMSF

A.C.N. 133 593 012 PTY LTD

Oct 2013 - Sep 2020 Ceased

Excludes SMSF

GPL (VIC) PTY LTD

Nov 2012 - Oct 2013 Ceased

A.C.N. 116 900 362 LIMITED

Dec 2010 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register