Brad David Akkerman – Financial Adviser

Adviser identifying number: 307966
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PRINCIPAL PARTNERS (VIC) PTY LTD
Licence number: 426722
Licensee’s ABN: 28154767423
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRINCIPAL PARTNERS (VIC) PTY LTD
Authorised Representative identifying number: 426722
Authorised Representative’s ABN: 28154767423

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Economics & Finance) – Swinburne
  • Graduate Diploma of Applied Finance and Investment – Securities Institute
  • Graduate Diploma of Financial Services – Securities Institute

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Brad David Akkerman is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility