Financial Adviser
· SYDNEY, NSW
Bronwen Batty
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308885
Bronwen Batty is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Bronwen is currently authorised under Alteris Financial Group Pty Ltd. Bronwen 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. Bronwen 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Certificate in a Financial Markets
Securities Institute of Australia
2000
Diploma Financial Markets
Securities Institute of Aust.
2000
Diploma of Financial Markets
Securities Institute Education
2005
CFP Program
Fpa/Deakin University
2005
Certified Financial Planner
Financial Planning Association
2009
Aged Care Specialist
Strategy Steps
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
SMSF Specialist
Candish
2013
SMSF Course
University of Adelaide
Registration History
OMNIWEALTH SERVICES PTY LIMITED
General advice only in general insurance.
Source: ASIC Financial Advisers Register