Financial Adviser · DUDLEY, NSW

Brad Frankham

DUDLEY, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004528
Currently at
Merrylands West, NSW (firm address)

Brad Frankham is a financial adviser based in Dudley, New South Wales, with 17 years of experience in the financial services industry since 2009. Brad is currently authorised under Avalonfs. Brad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brad's qualifications include a Bachelor of Commerce from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce
University of Newcastle
2015
Diploma of Financial Planning
Monarch Institute
2016
Professional Diploma in Stockbroking
Stockbrokers Association of Aust (formerly SDIA)

Registration History

Jun 2024 - Present Current
Jun 2018 - Jun 2024 Ceased
No margin lending
Dec 2015 - Jun 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
May 2014 - Sep 2015 Ceased
Mar 2010 - May 2014 Ceased

Source: ASIC Financial Advisers Register