Financial Adviser
· COLAC, VIC
Traci Joy Bartlett
No disciplinary history on record with ASIC
COLAC,
VIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316151
About Traci Joy Bartlett
Traci Joy Bartlett is a financial adviser based in Colac, Victoria, with 32 years of experience in the financial services industry since 1994. Traci is currently authorised under Personal Financial Services. Traci holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Traci's qualifications include a Certified Financial Planner from Financial Advice Association Australia. Traci 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Certified Financial Planner
Financial Advice Association Australia
2015
SMSF
Kaplan
2017
ALPA
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
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