BRODERICK JAMES KNOWLES

Financial Adviser ยท Macquarie Park, NSW

Registered

Registration Number

000244554

Registration Status

Registered

Location

Macquarie Park, NSW 2113

Providing Advice Since

2003

Registration Date

26/03/2015

Financial Services Licensee

BALDRY FINANCIAL SERVICES PTY LTD

Licence #000237235

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2005 - Personal Financial Planning and Superannuation - Other - CPA Australia Limited
2007 - Masters of Accounting - Masters Degree (AQF 9) - Macquarie University - Sydney
2011 - Certified Financial Planner - - Financial Planning Association
2011 - Certified Practicing Accountants Program - Other - CPA Australia Limited
2011 - Financial Planning Specialist - - CPA Australia
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

CPA Australia (CPA)
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.