BRAD DAVID AKKERMAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - Swinburne
2004 - Graduate Diploma of Financial Services - Graduate Diploma (AQF 8) - Securities Institute
2006 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Financial Adviser Exam - Graduate Diploma (AQF 8) - FASEA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.