Data sourced from ASIC Financial Advisers Register
Financial Adviser · CARINGBAH, NSW

Jeffrey Allan Bartlett

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000291447

Jeffrey Allan Bartlett is a financial adviser based in Caringbah, New South Wales, with 21 years of experience in the financial services industry. Jeffrey is currently authorised under Akumin Financial Planning Pty Limited. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Jeffrey is a member of MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2013
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2016
Diploma of Financial Services (Financial Planning)
AMP Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Aug 2005 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register