BRADLEY MONK

Financial Adviser ยท Upper Mt Gravatt, QLD

Registered

Registration Number

000440870

Registration Status

Registered

Location

Upper Mt Gravatt, QLD 4122

Providing Advice Since

1999

Registration Date

19/06/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2012 - Margin Lending - - Pinnacle Financial Services Academy
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.