Warwick James Bragg
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306877
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 30 July 2019
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Accounting and Commercial Computing), Griffith University (2002); CPA Program, CPA Australia (2006); Self Managed Superannuation Funds, Kaplan Professional Education (2007); Graduate Diploma of Financial Planning, FINSIA (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- CPA Australia (CPA); FINSIA; 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 Warwick James Bragg
Warwick James Bragg is a financial adviser in Upper Mount Gravatt, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000306877.
The licensee Warwick advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 30 July 2019.
The register records 2006 as the year Warwick first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting and Commercial Computing) (Griffith University, 2002), CPA Program (CPA Australia, 2006) and Self Managed Superannuation Funds (Kaplan Professional Education, 2007). Warwick is recorded as a member of CPA Australia (CPA), FINSIA 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.
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Questions people ask
Is Warwick James Bragg a registered financial adviser?
Yes. Warwick James Bragg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306877.
Which licensee does Warwick James Bragg work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Warwick James Bragg 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.