BRENDAN CRAIG BARTLETT

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

000282995

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2004

Registration Date

08/12/2004

Financial Services Licensee

RI ADVICE GROUP PTY LTD

Licence #000238429

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Commerce - - University of Tasmania
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (FINSIA)
2008 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments and SMSF - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.