Bradley Allan Twite
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237784
- Location
- Perth WA 6000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 11 May 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Curtin University of Technology (1990); Advanced Diploma of Financial Services (Financial Planning), Deakin Financial Services Group (2004); Margin Lending and Geared Investments, Kaplan Professional (2010); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); AU Inhouse SMSF Accreditation, AUPFS (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Bradley Allan Twite
Bradley Allan Twite is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000237784.
The licensee Bradley advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 11 May 2021.
According to the register, Bradley first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Curtin University of Technology, 1990), Advanced Diploma of Financial Services (Financial Planning) (Deakin Financial Services Group, 2004) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Bradley is authorised to advise 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 Bradley Allan Twite a registered financial adviser?
Yes. Bradley Allan Twite is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237784.
Which licensee does Bradley Allan Twite work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Bradley Allan Twite 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.