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Brad Tuckerman

Brad Tuckerman

Financial Adviser

Charlestown, NSW 2290

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Bradley Tuckerman is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Bradley holds a Bachelor of Engineering from the University of Newcastle (2002), a Diploma in Financial Services (Financial Planning) from Mentor Education (2012), and a Master of Financial Planning from Griffith University (2019). He has also completed training on TASA and the TPB Code of Professional Conduct with Kaplan (2016). Bradley is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Bradley today for a consultation and discover how personalised financial advice can help you achieve your dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Investment advice Insurance solutions Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000360168

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Bradley Tuckerman offer?

Bradley Tuckerman provides advice on a broad range of financial matters, including superannuation, insurance, wealth management, investments, and retirement planning. He can help you develop a strategy tailored to your specific needs and goals.

What qualifications does Bradley have?

Bradley holds a Bachelor of Engineering, a Diploma in Financial Services (Financial Planning), and a Master of Financial Planning. He also has completed training on TASA and the TPB Code of Professional Conduct.

What is the process for becoming a client of Bradley Tuckerman?

The first step is to schedule an initial consultation. During this meeting, Bradley will discuss your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan tailored to your needs. Further meetings will be scheduled to review and implement the financial plan.

What can I expect from working with a financial adviser?

Working with a financial adviser like Bradley Tuckerman provides you with expert guidance and support in making informed financial decisions. You can expect a comprehensive financial plan, regular reviews, and ongoing support to help you achieve your financial goals.

Does Bradley Tuckerman only work with high-net-worth individuals?

Bradley works with a diverse range of clients, from individuals just starting their financial journey to those with more complex financial needs. His services are tailored to meet each client's specific circumstances and goals.

Get in Touch

Contact Brad directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.