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Bradley Berger

Wealth Adviser, Graduate Diploma of Applied Finance

As a Wealth Adviser at Canaccord Genuity Australia I assist clients in portfolio construction, asset allocation strategy and portfolio management as well as margin lending

Expert Wealth Management with Tailored Strategies for Long-Term Financial Success

Bradley has had extensive experience in wealth management with 19 years' experience in financial markets providing advice across a broad range of strategies to suit investors with varying circumstances. 

Bradley will ensure he understands your objectives and long-term goals and is experienced with partnering with professionals to ensure the client is getting the best outcome.

Bradley has extensive experience in international equities, asset allocation strategies and growth equites.

Authorisations

Bradley Scott Berger can advise on the following product areas:

  • Deposit and Payment Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes
  • Securities
  • Superannuation

Qualifications

  • National Financial Adviser exam, FASEA, 2021
  • Ethics and Professionalism in Financial Advice, KAPLAN, 2020
  • Professional Diploma in Stockbrocking, SAA, 2016
  • 924 Superannuation - Knowledge and Skills, KAPLAN, 2014
  • Graduate Diploma of Applied Finance, KAPLAN, 2013