CHARLES BARTELL
Financial Adviser · Perth, WA
📚 Qualifications & Training
1984 - CPA - - Aust. Society of CPA
2002 - PS146 Compliance Program - Superannuation Module - - Securities Institute Education
2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2008 - Level 2 Accredited Derivatives Adviser - - ASX
2010 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.