Financial Adviser
· LAUNCESTON, TAS
Brendan Craig Bartlett
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282995
Brendan Craig Bartlett is a financial adviser based in Launceston, Tasmania, with 22 years of experience in the financial services industry. Brendan is currently authorised under Ri Advice Group Pty Ltd. Brendan 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 (CFP) from Financial Planning Association of Australia (FPA). Brendan 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
Margin Lending
Restrictions: Securities: Class of product only.
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Tasmania
2006
Graduate Diploma of Financial Planning
Financial Services Institute of Australasia (FINSIA)
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments and SMSF
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional