Leo Brady – Financial Adviser

Adviser identifying number: 1005955
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 456207
Authorised Representative’s ABN: 30162573828

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:

• ASX/ACH Responsible Executive Exam – Tribeca (Aust) Pty Limited
• Diploma Course – Securities Institute Education
• Margin Lending Accreditation Program – Stockbrokers Association of Australia
• Professional Diploma in Stockbroking – Stockbrokers Association of Australia
• SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Company Directors
• Financial Services Institute of Australasia
• Stockbrokers Association of Australia

Leo Brady is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility