Bradley Stewart Macdonald
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320779
- Location
- Geelong West VIC 3218
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 19 October 2015
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2007); Certificate IV Financial Services (Finance/Mortgage Broking), AAMC Training Group (2009); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2013); Advanced Diploma of Financial Planning, Integrity Education Group (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC003 Superannuation and Retirement Advice, Kaplan Higher Education Pty Limited (2022); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2022)
- 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, 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 Stewart Macdonald
On the Financial Advisers Register kept by ASIC, Bradley Stewart Macdonald appears as a current financial adviser in Geelong West, Victoria, adviser number 000320779.
Bradley provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 19 October 2015.
The register records 2008 as the year Bradley first provided financial advice. The qualifications listed for Bradley include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2007), Certificate IV Financial Services (Finance/Mortgage Broking) (AAMC Training Group, 2009) and Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2013).
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.
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 Stewart Macdonald a registered financial adviser?
Yes. Bradley Stewart Macdonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320779.
Which licensee does Bradley Stewart Macdonald work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Bradley Stewart Macdonald 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; 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."