Bradley Smith
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000269276
- Location
- Balcatta WA 6021
- Licensee
- Wealth Partners WA Pty Ltd (AFSL 508773)
- Authorised since
- 2 October 2018
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Accredited Aged Care Professional, Aged Care Steps (2017); Fellow Chartered Financial Practioner, Association of Financial Advisers (2017)
- 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 Smith
Bradley Smith is a financial adviser in Balcatta, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000269276.
Bradley provides advice as an authorised representative of Wealth Partners WA Pty Ltd, which holds Australian financial services licence 508773. The current authorisation started on 2 October 2018.
The register records 2001 as the year Bradley first provided financial advice. The qualifications listed for Bradley include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2005), Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006) and Accredited Aged Care Professional (Aged Care Steps, 2017). Bradley is recorded as a member of 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 Smith a registered financial adviser?
Yes. Bradley Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000269276.
Which licensee does Bradley Smith work under?
Wealth Partners WA Pty Ltd, Australian financial services licence 508773.
What can Bradley Smith 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.