JAMES DOUGLAS BRADFORD

Financial Adviser ยท Cumberland Park, SA

Registered

Registration Number

000336787

Registration Status

Registered

Location

Cumberland Park, SA 5041

Providing Advice Since

2009

Registration Date

27/04/2009

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

ABN (Australian Business Number)

85934809430

๐Ÿ“š Qualifications & Training

2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of SA
2005 - Certified Practising Accountant - Professional Designations - CPA Australia
2008 - Diploma of Financial Planning - - Kaplan
2013 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
2020 - Ethics and Professionalism in Financial advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

CPA Australia (CPA)
National Tax & Accountants Association
SMSF Association

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.