BRADLEY MICHAEL ROSS
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
1986 - Bachelor of Finance and Administration - Bachelor Degree (AQF 7) - University of New England
1993 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants
2012 - CA SMSF SPECIALIST - - UNSW AUSTRALIAN SCHOOL OF BUSINESS
2016 - DIPLOMA OF FINANCIAL PLANNING - - KAPLAN
2025 - Economic and Legal context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF 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.