Robert Wesley Bradfield
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303537
- Location
- Southport QLD 4215
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 18 June 2014
- First provided advice
- 2006
- Qualifications
- Advanced Diploma in Business (Accounting), Gold Coast Institute of TAFE (1997); Diploma of Business, Gold Coast Institute of TAFE (1997); Bachelor of Commerce, University of Southern Queensland (2000); Margin Lending, Kaplan (2010)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice on self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Wesley Bradfield
Robert Wesley Bradfield is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southport, Queensland (adviser number 000303537).
The licensee Robert advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 18 June 2014.
The register records 2006 as the year Robert first provided financial advice. The qualifications listed for Robert include Advanced Diploma in Business (Accounting) (Gold Coast Institute of TAFE, 1997), Diploma of Business (Gold Coast Institute of TAFE, 1997) and Bachelor of Commerce (University of Southern Queensland, 2000).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on self managed superannuation funds.”
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Questions people ask
Is Robert Wesley Bradfield a registered financial adviser?
Yes. Robert Wesley Bradfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303537.
Which licensee does Robert Wesley Bradfield work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Robert Wesley Bradfield give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice on self managed superannuation funds."