Financial Adviser
· PERTH, WA
Brendan Ross Bate
No disciplinary history on record with ASIC
PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272327
About Brendan Ross Bate
Brendan Ross Bate is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Brendan is currently authorised under Paragem. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Bachelor of Accounting Science from University of South Africa. Brendan is a member of CA Financial Planning Specialist with Chartered Accountants Australia and New Zealand (CA ANZ).
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
Bachelor of Accounting Science
University of South Africa
2006
Honours Bachelor of Accounting Science
University of South Africa
2010
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2019
Graduate Diploma of Financial Planning
Griffith University
2019
Self-Managed Superannuation Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Tier 1 Margin Lending
Other - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register