Financial Adviser
· BRISBANE CITY, QLD
Bartholomew Thomas Healy
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237952
Bartholomew Thomas Healy is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry. Bartholomew is currently authorised under Alliance Wealth Pty Ltd. Bartholomew 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 Master of Business Administration from Queensland University of Technology (QUT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Arts (Media and Communications)
Swinburne University of Technology
2015
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2015
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Commercial Law Course (TASACL)
Kaplan Professional
2017
Self Managed Superannuation Funds Program
Kaplan Professional
2017
Tax for Financial Advising (Short Answer Exam) Gap Course
Kaplan Professional
2022
Master of Business Administration
Queensland University of Technology (QUT)
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
AIW DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register