BRADLEY STEWART MACDONALD
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC Training Group
2013 - Self Managed Superannuation Funds - Other - Mentor Education Pty Ltd
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited
2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
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.