DAVID PAUL BRENNAN BARTELS
Financial Adviser · Herston, QLD
📚 Qualifications & Training
1998 - Bachelor of Pharmacy - Bachelor Degree (AQF 7) - University of Queensland
2004 - Graduate Certificate in Applied Finance and Investment - Graduate Certificate (AQF 8) - Finsia Education
2008 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia
2009 - Self Managed Superannuation Fund - Advanced Diploma (AQF 6) - Kaplan Australia
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.