Financial Adviser · BELLERIVE, TAS

William Stuart Bale

33 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000239702

William Stuart Bale is a financial adviser based in Bellerive, Tasmania, with 33 years of experience in the financial services industry. William is currently authorised under Charter Financial Planning Limited. William 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 University of Tasmania.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Commerce

University of Tasmania

1996

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Charter Financial Planning Limited

Jun 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2005 - Jun 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register