Kevin Bradbury Financial Planner Report

Name:
Kevin Bradbury

Rep Number:
000252874

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2006-10-05 onwards

Location:
Charlestown, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
The University of Newcastle
Bachelor of Commerce
The Institute of Chartered Accountants in Australia
Certificate of Membership - Associate
Financial Planning Association of Australia
Certified Financial Planner Program (CFP)
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)