Financial Adviser
· MELBOURNE, VIC
Bertrand Henri Bouchez
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002413
Bertrand Henri Bouchez is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Bertrand is currently authorised under Lifewealth Pty Ltd. Bertrand 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 Masters of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excludes margin lending advice.
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Graduate Diploma of Financial Plannning
Kaplan Professional
2015
Masters of Financial Planning
Kaplan Professional
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
SMSF Specialist Adviser
SMSF Association
Registration History
Excludes margin lending advice.
Margin Lending
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.
Source: ASIC Financial Advisers Register