Financial Adviser · PERTH, WA

Bradley Allan Twite

PERTH, WA

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000237784

Currently at

Personal Financial Services

Sydney, NSW (firm address)

View firm profile

About Bradley Allan Twite

Bradley Allan Twite is a financial adviser based in Perth, Western Australia, with 23 years of experience in the financial services industry since 2003. Bradley is currently authorised under Personal Financial Services. Bradley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bradley's qualifications include a Bachelor of Business from Curtin University of Technology. Bradley is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

1990

Bachelor of Business

Curtin University of Technology

2004

Advanced Diploma of Financial Services (Financial Planning)

Deakin Financial Services Group

2010

Margin Lending and Geared Investments

Kaplan Professional

2020

FPC002B-Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

AU Inhouse SMSF Accreditation

AUPFS

Registration History

Personal Financial Services Ltd

May 2021 - Present Current

Count Financial Limited

Oct 2015 - Apr 2021 Ceased

Charter Financial Planning Limited

Jun 2014 - Jun 2015 Ceased

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

Count Financial Limited

Aug 2006 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register