James Douglas Bradford
Financial Adviser in Cumberland Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336787
- Location
- Cumberland Park SA 5041
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 27 April 2009
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of SA (2002); Certified Practising Accountant, CPA Australia (2005); Diploma of Financial Planning, Kaplan (2008); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2013); Ethics and Professionalism in Financial advice, Kaplan (2020)
- Memberships
- CPA Australia (CPA); National Tax & Accountants Association; SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Douglas Bradford
James Douglas Bradford is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cumberland Park, South Australia (adviser number 000336787).
James provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 27 April 2009.
The register records 2009 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (University of SA, 2002), Certified Practising Accountant (CPA Australia, 2005) and Diploma of Financial Planning (Kaplan, 2008). James is recorded as a member of CPA Australia (CPA), National Tax & Accountants Association and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Douglas Bradford a registered financial adviser?
Yes. James Douglas Bradford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336787.
Which licensee does James Douglas Bradford work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can James Douglas Bradford 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.