Bradley Smith Financial Planner Report

Name:
Bradley John Smith

Rep Number:
000232047

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Chatswood, , NSW, 0

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
NSW Institute of Technology
Bachelor of Business
Australis College (formerly Intellitrain)
Certificate IV in Financial Services
Chartered Accountants Australia New Zealand
Chartered Accountant
Australis College (formerly Intellitrain)
Diploma of Financial Services

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association