JEFFREY ALLAN BARTLETT
Financial Adviser · Caringbah, NSW
📚 Qualifications & Training
2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2016 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
MFAA - Mortgage & Finance Association of Australia
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.