Financial Adviser · DENILIQUIN, NSW

Troy Bartlett

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000461927

Troy Bartlett is a financial adviser based in Deniliquin, New South Wales, with 12 years of experience in the financial services industry. Troy is currently authorised under Lifespan Financial Planning Pty Ltd. Troy 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 Graduate Diploma of Financial Planning from Kaplan. Troy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2020

Advanced Diploma of Financial Planning

Kaplan

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Feb 2022 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Millennium 3 Financial Services Pty Ltd

Jul 2020 - Feb 2022 Ceased

Government Debentures, Stocks or Bonds: Class of product only. Securities: class of product only. Not Authorised to provide SMSF advice.

ELDERS FINANCIAL PLANNING PTY LTD

Jul 2014 - Jul 2020 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register