MATTHEW SIMON BRADLEY


Licensee: MWL FINANCIAL SERVICES PTY LTD

MATTHEW SIMON BRADLEY (Adviser# 001236244) 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 October 11, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW SIMON BRADLEY
Adviser Number 001236244
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000235096
MWL FINANCIAL SERVICES PTY LTD
Licence ABN 22095907574
Adviser Start Date 2017-10-11
Appointing Representative Name MWL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000235096
Appointing Representative ABN 22095907574
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • MATTHEW SIMON BRADLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Advanced GNVQ Business Studies, Grade Merit - Stroud Sixth Form College, Gloucestershire (UK)
Diploma of Financial Planning Integrity Education Group
Diploma of Financial Planning Integrity Education Group
Post Graduate course in Management Studies Uxbridge College (UK)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235096 MWL FINANCIAL SERVICES PTY LTD 2017-10-11 - MWL FINANCIAL SERVICES PTY LTD
000357306 FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
2016-04-01 - 2017-09-29 FORTNUM PRIVATE WEALTH LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
Further restrictions: Superannuation excludes Income Streams and SMSF Advice
2015-10-12 - 2016-03-31 GUARDIANFP LTD

Licensee Information

Licence Name MWL FINANCIAL SERVICES PTY LTD
Licence Number 000235096
Licence ABN 22095907574

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GREGORY WALLACE Mwl Financial Services Pty Ltd Current 2018-07-23
FRANCES ANNE HESSE Mwl Financial Services Pty Ltd Current 2018-05-30
JONATHAN FRASER WHITE Mwl Financial Services Pty Ltd Current 2018-05-01
SANDRA MCGILL Mwl Financial Services Pty Ltd Ceased 2017-06-29
TYSON CLAY HOLMES Mwl Financial Services Pty Ltd Current 2017-06-27
ROCCO D'AMELIO Mwl Financial Services Pty Ltd Current 2017-06-05
JOHN MORGAN Mwl Financial Services Pty Ltd Current 2017-05-01
SIMON HUGH HANLEY Mwl Financial Services Pty Ltd Current 2016-04-07
JOHN PATRICK MACKRELL Mwl Financial Services Pty Ltd Current 2015-09-11
SUSAN HELEN JONES Mwl Financial Services Pty Ltd Current 2015-07-01

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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.