Financial Adviser · TEMORA, NSW

Bernadette Anne West

19 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 000311981

Bernadette Anne West is a financial adviser based in Temora, New South Wales, with 19 years of experience in the financial services industry. Bernadette is currently authorised under Politis Investment Strategies Pty Ltd. Bernadette 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 Commerce from Australian National University. Bernadette is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

Australian National University

2007

Advanced Diploma of Financial Services(FNS60404)

Mentor

2011

Diploma of Financial Planning(FNS50804)

CPA Australia

2013

Self Managed Superannuation Funds

Kaplan

Registration History

Politis Investment Strategies Pty Ltd

Sep 2021 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Merit Wealth Pty Ltd

Sep 2015 - Sep 2021 Ceased

Climb Wealth Pty Ltd

Nov 2013 - Sep 2015 Ceased

Consultum Financial Advisers Pty Ltd

Jul 2008 - Oct 2013 Ceased

MY ADVISER PTY LTD

Apr 2007 - Jun 2008 Ceased

Source: ASIC Financial Advisers Register