Financial Adviser
· BANKSIA, NSW
Nicholas James Bradfield
No disciplinary history on record with ASIC
BANKSIA,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280776
Nicholas James Bradfield is a financial adviser based in Banksia, New South Wales, with 28 years of experience in the financial services industry since 1998. Nicholas is currently authorised under Bradfield Partners. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Nicholas's qualifications include a CFP Program from FPA. Nicholas is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
UWS
1997
Bachelor of Commerce Accounting
University of Western Sydney
2001
CPA
CPA Australia
2001
CPA Program
CPA Australia
2002
CFP Program
FPA
2005
Specialist in Financial Planning
CPA Australia
2019
CIMA
Investments and Wealth Institute
2019
FASEA
Ethics - FASEA Standards Authority
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional