Bradley Martin
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310390
- Location
- South Perth WA 6151
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 14 February 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Banking and Finance), Curtin University (2005); Certificate IV Financial Services (Finance/Mortgage Broking), Tribeca (2005); Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bradley Martin
Bradley Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Perth, Western Australia (adviser number 000310390).
Bradley provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 14 February 2007.
The register records 2007 as the year Bradley first provided financial advice. The qualifications listed for Bradley include Bachelor of Commerce (Banking and Finance) (Curtin University, 2005), Certificate IV Financial Services (Finance/Mortgage Broking) (Tribeca, 2005) and Diploma of Financial Services (Financial Planning) (Tribeca, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Bradley Martin a registered financial adviser?
Yes. Bradley Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310390.
Which licensee does Bradley Martin work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Bradley Martin 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."