Financial Adviser
· SOUTH PERTH, WA
Bradley Michael Clarke
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002479
Bradley Michael Clarke is a financial adviser based in South Perth, Western Australia, with 20 years of experience in the financial services industry. Bradley is currently authorised under Cy 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 Bachelor of Commerce from Deakin University. Bradley is a member of Certified Independent Financial Advisers Association Ltd (CIFAA).
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
2000
Bachelor of Commerce
Deakin University
2006
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2019
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
FPC002 BEthics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
DJ CARMICHAEL PTY LIMITED
Source: ASIC Financial Advisers Register