Broderick James Knowles
Financial Adviser in Macquarie Park, New South Wales, Australia
Review Broderick James Knowles
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000244554
- Location
- Macquarie Park NSW 2113
- Licensee
- Baldry Financial Services Pty Ltd (AFSL 237235)
- Authorised since
- 26 March 2015
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Personal Financial Planning and Superannuation, CPA Australia Limited (2005); Masters of Accounting, Sydney (2007); Certified Financial Planner, Financial Planning Association (2011); Certified Practicing Accountants Program, CPA Australia Limited (2011); Financial Planning Specialist, CPA Australia (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA); 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 Broderick James Knowles
Broderick James Knowles is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Macquarie Park, New South Wales (adviser number 000244554).
Advice is given under the Australian financial services licence of Baldry Financial Services Pty Ltd, licence number 237235. That authorisation dates from 26 March 2015.
According to the register, Broderick first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2003), Personal Financial Planning and Superannuation (CPA Australia Limited, 2005) and Masters of Accounting (Sydney, 2007). Professional memberships recorded: CPA Australia (CPA) and 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.
Reviews
Nobody has reviewed Broderick James Knowles here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Broderick James Knowles a registered financial adviser?
Yes. Broderick James Knowles is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244554.
Which licensee does Broderick James Knowles work under?
Baldry Financial Services Pty Ltd, Australian financial services licence 237235.
What can Broderick James Knowles 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.