Brad Isaac
Financial Adviser in Abbotsford, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276285
- Location
- Abbotsford VIC 3067
- Licensee
- Finstyle Planning Solutions Pty. Ltd. (AFSL 526866); Gatekeeper 77 Pty Ltd (AFSL 557074)
- Authorised since
- 1 February 2021
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, KAPLAN (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Million Dollar Round Table (MDRT)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Brad Isaac
On the Financial Advisers Register kept by ASIC, Brad Isaac appears as a current financial adviser in Abbotsford, Victoria, adviser number 000276285.
Advice is given under the Australian financial services licence of Finstyle Planning Solutions Pty. Ltd., licence number 526866. The register also lists Gatekeeper 77 Pty Ltd (licence 557074). That authorisation dates from 1 February 2021.
According to the register, Brad first provided financial advice in 2004. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Self Managed Superannuation Funds (KAPLAN, 2011). Brad is recorded as a member of Million Dollar Round Table (MDRT).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Isaac a registered financial adviser?
Yes. Brad Isaac is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276285.
Which licensee does Brad Isaac work under?
Finstyle Planning Solutions Pty. Ltd., Australian financial services licence 526866 and Gatekeeper 77 Pty Ltd, Australian financial services licence 557074.
What can Brad Isaac give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.