Financial Adviser
· PERTH, WA
Bernard Schortinghuis
No disciplinary history on record with ASIC
PERTH,
WA
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241992
About Bernard Schortinghuis
Bernard Schortinghuis is a financial adviser based in Perth, Western Australia, with 30 years of experience in the financial services industry since 1996. Bernard is currently authorised under Godfrey Pembroke Group. Bernard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bernard's qualifications include a Certified Financial Planner from FAAA. Bernard 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
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Financial Management and Economics)
Curtin University
2000
Certified Financial Planner
FAAA
2000
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2011
RG146 Margin Lending
MLC ThreeSixty
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan