LAWRENCE PETER BARTELL
Financial Adviser · Perth, WA
📚 Qualifications & Training
2009 - Diploma of Financial Services 2 - - Kaplan Professional Education
2010 - Margin Lending Accreditation Program - - Stockbroker Association of Australia / DeakinPrime
2014 - Accredited Derivatives Advser - Level 1 - - Stockbroker Association of Australia / DeakinPrime
2015 - Accredited Derivatives Adviser Level 2 - ADA2 - Other - Deakin Prime and SAA
2022 - Graduate Diploma in Stockbroking and Financial Advising - Graduate Diploma (AQF 8) - Western Sydney University
🏢 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.