Bradley Monk
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440870
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Life Path Financial Planning Pty Ltd (AFSL 518221)
- Authorised since
- 13 February 2020
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2003); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Margin Lending, Pinnacle Financial Services Academy (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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 Bradley Monk
On the Financial Advisers Register kept by ASIC, Bradley Monk appears as a current financial adviser in Upper Mount Gravatt, Queensland, adviser number 000440870.
Bradley provides advice as an authorised representative of Life Path Financial Planning Pty Ltd, which holds Australian financial services licence 518221. The current authorisation started on 13 February 2020.
The register records 1999 as the year Bradley first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2003), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012) and Margin Lending (Pinnacle Financial Services Academy, 2012). Professional memberships recorded: 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 Bradley Monk a registered financial adviser?
Yes. Bradley Monk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440870.
Which licensee does Bradley Monk work under?
Life Path Financial Planning Pty Ltd, Australian financial services licence 518221.
What can Bradley Monk 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.