BARTHOLOMEW THOMAS HEALY
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2011 - Bachelor of Arts (Media and Communications) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2015 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Commercial Law Course (TASACL) - Other - Kaplan Professional
2017 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2017 - Tax for Financial Advising (Short Answer Exam) Gap Course - Other - Kaplan Professional
2022 - Master of Business Administration - Masters Degree (AQF 9) - Queensland University of Technology (QUT)
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.