Bradley Michael Ross
Financial Adviser in Penrith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246189
- Location
- Penrith NSW 2750
- Licensee
- Peak Investment Holdings Pty Ltd (AFSL 304008)
- Authorised since
- 16 September 2019
- First provided advice
- 2016
- Qualifications
- Bachelor of Finance and Administration, University of New England (1986); Chartered Accountant, Institute of Chartered Accountants (1993); CA SMSF Specialist, UNSW Australian School of Business (2012); Diploma of Financial Planning, KAPLAN (2016); Economic and Legal context for Financial Planning, Kaplan (2025); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation
- Tax (financial) advice
- Yes
- Register status
- Current
About Bradley Michael Ross
Bradley Michael Ross is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Penrith, New South Wales (adviser number 001246189).
Bradley provides advice as an authorised representative of Peak Investment Holdings Pty Ltd, which holds Australian financial services licence 304008. The current authorisation started on 16 September 2019.
According to the register, Bradley first provided financial advice in 2016. Qualifications and training on file include Bachelor of Finance and Administration (University of New England, 1986), Chartered Accountant (Institute of Chartered Accountants, 1993) and CA SMSF Specialist (UNSW Australian School of Business, 2012). Bradley is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bradley Michael Ross a registered financial adviser?
Yes. Bradley Michael Ross is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246189.
Which licensee does Bradley Michael Ross work under?
Peak Investment Holdings Pty Ltd, Australian financial services licence 304008.
What can Bradley Michael Ross give advice on?
The register lists these advice areas: superannuation.