Brad David Akkerman
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307966
- Location
- Melbourne VIC 3000
- Licensee
- Principal Partners (VIC) Pty Ltd (AFSL 426722)
- Authorised since
- 1 May 2013
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Economics & Finance), Swinburne (2003); Graduate Diploma of Financial Services, Securities Institute (2004); Graduate Diploma of Applied Finance & Investment, Securities Institute (2006); Certified Financial Planner, Financial Planning Association (2007); Ethics & Professionalism in Financial Advice, Kaplan (2021); Financial Adviser Exam, FASEA (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brad David Akkerman
Brad David Akkerman is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000307966.
Advice is given under the Australian financial services licence of Principal Partners (VIC) Pty Ltd, licence number 426722. That authorisation dates from 1 May 2013.
The register records 2007 as the year Brad first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics & Finance) (Swinburne, 2003), Graduate Diploma of Financial Services (Securities Institute, 2004) and Graduate Diploma of Applied Finance & Investment (Securities Institute, 2006). Brad is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brad David Akkerman a registered financial adviser?
Yes. Brad David Akkerman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307966.
Which licensee does Brad David Akkerman work under?
Principal Partners (VIC) Pty Ltd, Australian financial services licence 426722.
What can Brad David Akkerman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.