Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

John Paul Bartle

13 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000447346

John Paul Bartle is a financial adviser based in West Perth, Western Australia, with 13 years of experience in the financial services industry. John is currently authorised under Charter Financial Planning Limited. John 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 Business (Accounting & Finance) from Edith Cowan University (ECU).

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

2011
Bachelor of Business (Accounting & Finance)
Edith Cowan University (ECU)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
University of Adelaide
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Sep 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
Oct 2013 - Sep 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