Financial Adviser
· NEWCASTLE, NSW
Bailey Whitaker Engel
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294709
Bailey Whitaker Engel is a financial adviser based in Newcastle, New South Wales, with 5 years of experience in the financial services industry. Bailey is currently authorised under Archer Private Wealth Pty Ltd. Bailey 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 Bachelor of Business (International Business) from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Business (International Business)
University of Newcastle
2019
Bachelor of Commerce (Finance)
University of Newcastle
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register