BRAD DAVID AKKERMAN


Licensee: PRINCIPAL PARTNERS (VIC) PTY LTD

BRAD DAVID AKKERMAN (Adviser# 000307966) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRAD DAVID AKKERMAN
Adviser Number 000307966
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000426722
PRINCIPAL PARTNERS (VIC) PTY LTD
Licence ABN 28154767423
Adviser Start Date 2013-05-01
Appointing Representative Name PRINCIPAL PARTNERS (VIC) PTY LTD
Appointing Representative Number 000426722
Appointing Representative ABN 28154767423
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRAD DAVID AKKERMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Economics & Finance) Swinburne
Graduate Diploma of Applied Finance and Investment Securities Institute
Graduate Diploma of Financial Services Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000426722 PRINCIPAL PARTNERS (VIC) PTY LTD 2013-05-01 - PRINCIPAL PARTNERS (VIC) PTY LTD
000237260 PP WEALTH MANAGEMENT (VIC) PTY LTD 2003-05-28 - 2013-04-30

Licensee Information

Licence Name PRINCIPAL PARTNERS (VIC) PTY LTD
Licence Number 000426722
Licence ABN 28154767423

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SHAUN ROBERT ALBERT Principal Partners (vic) Pty Ltd Current 2018-07-30
CHRISTOPHER WALLS Principal Partners (vic) Pty Ltd Ceased 2016-07-18
CALLEN JAY ROGERSON Principal Partners (vic) Pty Ltd Ceased 2013-07-08
JOHN BRADY Principal Partners (vic) Pty Ltd Current 2013-05-01
MATTHEW MORLEY Principal Partners (vic) Pty Ltd Ceased 2013-05-01
DARIO GAMBA Principal Partners (vic) Pty Ltd Ceased 2013-01-18

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SHAUN ROBERT ALBERT Principal Partners (vic) Pty Ltd Current 2018-07-30
CHRISTOPHER WALLS Principal Partners (vic) Pty Ltd Ceased 2016-07-18
CALLEN JAY ROGERSON Principal Partners (vic) Pty Ltd Ceased 2013-07-08
JOHN BRADY Principal Partners (vic) Pty Ltd Current 2013-05-01
MATTHEW MORLEY Principal Partners (vic) Pty Ltd Ceased 2013-05-01
DARIO GAMBA Principal Partners (vic) Pty Ltd Ceased 2013-01-18

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.