PHILLIP BRADY
Financial Adviser · Albion, QLD
📚 Qualifications & Training
1999 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
1999 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2011 - Graduate Diploma Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional
2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.