Bernadette Anne West

Financial Adviser in Temora, New South Wales, Australia

Review Bernadette Anne West

Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.

Australian Securities and Investments Commission (ASIC)

Adviser number000311981

Currenton the register
Location
Temora NSW 2666
Licensee
Politis Investment Strategies Pty Ltd (AFSL 253125)
Authorised since
1 July 2026
First provided advice
2007
Qualifications
Bachelor of Commerce, Australian National University (1998); Advanced Diploma of Financial Services(FNS60404), Mentor (2007); Diploma of Financial Planning(FNS50804), CPA Australia (2011); Self Managed Superannuation Funds, Kaplan (2013)
Memberships
CPA Australia (CPA)
Advice areas
superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
Restriction
Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
Tax (financial) advice
Yes
Register status
Current
Copied from the public register on 24 October 2026. Check it on the official register

About Bernadette Anne West

Bernadette Anne West is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Temora, New South Wales (adviser number 000311981).

Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. The current authorisation started on 1 July 2026.

According to the register, Bernadette first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (Australian National University, 1998), Advanced Diploma of Financial Services(FNS60404) (Mentor, 2007) and Diploma of Financial Planning(FNS50804) (CPA Australia, 2011). Professional memberships recorded: CPA Australia (CPA).

Bernadette is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.

A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”

Reviews

Nobody has reviewed Bernadette Anne West here yet. If you have used them, tap the stars above and say how it went.

Questions people ask

Is Bernadette Anne West a registered financial adviser?

Yes. Bernadette Anne West is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311981.

Which licensee does Bernadette Anne West work under?

Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.

What can Bernadette Anne West give advice on?

The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."