WILLIAM STUART BALE

Financial Adviser ยท Bellerive, TAS

Registered

Registration Number

000239702

Registration Status

Registered

Location

Bellerive, TAS 7018

Providing Advice Since

1993

Registration Date

22/06/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
1996 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)

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.