Bradley Michael Ross – Financial Adviser

Adviser identifying number: 1246189
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: NAVIN ASSET MANAGEMENT PTY LTD
Licence number: 436596
Licensee’s ABN: 13109882831
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 08/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIN ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 436596
Authorised Representative’s ABN: 13109882831

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:

• B FINANCE AND ADMINISTRATION – UNIVERSITY OF NEW ENGLAND
• CA SMSF SPECIALIST – UNSW AUSTRALIAN SCHOOL OF BUSINESS
• CHARTERED ACCOUNTANT – INSTITUTE OF CHARTERED ACCOUNTANTS AUSTRALIA
• DIPLOMA OF FINANCIAL PLANNING – KAPLAN
• RESPONSIBLE MANAGER MASTERCLASS – KAPLAN

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Bradley Michael Ross is authorised to provide advices on following products:

• Superannuation