BRADLEY JAMES WALDON

Financial Adviser · Baulkham Hills, NSW

Registered

Registration Number

001244528

Registration Status

Registered

Location

Baulkham Hills, NSW 2153

Providing Advice Since

2016

Registration Date

01/07/2016

Financial Services Licensee

A.C.N. 155 907 681 PTY LTD

Licence #000430062

📚 Qualifications & Training

2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of NSW
2010 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd

🏢 Professional Memberships

Institute of Chartered Accountants
National Tax and Accountants' Association

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.