Bradley Roberts Financial Planner Report

Name:
Bradley Samuel Roberts

Rep Number:
000339585

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-02-03 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Peak Partnership Wealth Design Solutions Pty Ltd

Licence Number:
000415154

ABN:
84 010 159 556

May advise on following product areas:
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
Superannuation

Qualifications
QLD University of Technology
Bachelor of Business (Accountancy)
CPA Australia
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geared Investments
Deakin University
Professional Diploma in Stockbroking
Financial Review Professional Education
SMSF Borrowings Specialist Adviser Education Program

Memberships
Association of Financial Advisers (AFA)