James Bradford Financial Planner Report

Name:
James Douglas Bradford

Rep Number:
000336787

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2009-04-27 onwards

ABN:
85 934 809 430

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of SA
Bachelor of Commerce
CPA Australia
Certified Practicing Accountant
Kaplan
Diploma of Financial Planning
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
CPA Australia (CPA)
National Tax & Accountants Association
SMSF Association