Financial Adviser · SOUTH PERTH, WA

Bradley Martin

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000310390

Bradley Martin is a financial adviser based in South Perth, Western Australia, with 19 years of experience in the financial services industry. Bradley is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Commerce (Banking and Finance) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Commerce (Banking and Finance)

Curtin University

2005

Certificate IV Financial Services (Finance/Mortgage Broking)

Tribeca

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Feb 2007 - Present Current

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