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- Bradley Wardle
Bradley Wardle
- Name
- Bradley Wardle
- ID
- 435421
- ABN
- –
- First Provided Advice
- 2013
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services and Accounting (AIFA)
- 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
- 2020 - FPETH501A Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
- 2021 - Taxation Planning - FPTAX501A - Other - TAFE NSW
- 2025 - Commercial Law - Other - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- April 22, 2015
- Ceased
- Dec. 19, 2024
- Status
- Current
- Licence Holder
- Templestone Financial Services Pty ltd (#523831)
- Commenced
- Dec. 19, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- March 4, 2013
- Ceased
- Aug. 26, 2013
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Oct. 10, 2011
- Ceased
- March 1, 2013
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- July 1, 2011
- Ceased
- Oct. 7, 2011
- Status
- Ceased
- Licence Holder
- Genesys Wealth Advisers Pty Limited (#232686)
- Commenced
- Sept. 25, 2013
- Ceased
- Feb. 9, 2015