Financial Adviser
· SOUTHPORT, QLD
Bartholomew John Ryan
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251842
Bartholomew John Ryan is a financial adviser based in Southport, Queensland, with 9 years of experience in the financial services industry since 2017. Bartholomew is currently authorised under Oakview Financial. Bartholomew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bartholomew's qualifications include a Bachelor of Commerce Financial Planning from Griffith University. Bartholomew 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce Financial Planning
Griffith University
2017
Self-managed Super Funds
Kaplan
2020
Exam Standard
FASEA
2026
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SMART SOLUTIONS GROUP (AUST) PTY LTD
Advice on Superannuation will exclude SMSF Advice on gearing will exclude Margin lending
Source: ASIC Financial Advisers Register