Broderick Knowles Financial Planner Report

Name:
Broderick James Knowles

Rep Number:
000244554

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2015-03-26 onwards

Licensee
Name:

Number:
000237235

ABN:
20 080 173 655

Controlled By:

Appointed By
Name:
Baldry Financial Services Pty Ltd

Licence Number:
000237235

ABN:
20 080 173 655

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
Financial Planning Association
Certified Financial Planner
CPA Australia
Certified Practicing Accountant
Deakin University
Diploma of Financial Planning
CPA Australia
Financial Planning Specialist
Sydney
Masters of Accounting - Macquarie University

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)