James Douglas Bradford – Financial Adviser

Adviser identifying number: 336787
Status: Current
Adviser’s ABN: 85934809430
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 27/04/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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 Commerce – University of SA
  • Certified Practicing Accountant – CPA Australia
  • Diploma of Financial Planning – Kaplan
  • SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • National Tax & Accountants Association
  • SMSF Association

James Douglas Bradford 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
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • FHSA Issued non ADI