Bertrand Henri Bouchez
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002413
- Location
- Melbourne VIC 3000
- Licensee
- Lifewealth Pty Ltd (AFSL 279615)
- Authorised since
- 10 November 2022
- First provided advice
- 2010
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2012); Graduate Diploma of Financial Plannning, Kaplan Professional (2015); Masters of Financial Planning, Kaplan Professional (2015); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2020); SMSF Specialist Adviser, SMSF Association (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excludes margin lending advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bertrand Henri Bouchez
On the Financial Advisers Register kept by ASIC, Bertrand Henri Bouchez appears as a current financial adviser in Melbourne, Victoria, adviser number 001002413.
Bertrand provides advice as an authorised representative of Lifewealth Pty Ltd, which holds Australian financial services licence 279615. That authorisation dates from 10 November 2022.
The register records 2010 as the year Bertrand first provided financial advice. The qualifications listed for Bertrand include Advanced Diploma of Financial Planning (Kaplan Professional, 2012), Graduate Diploma of Financial Plannning (Kaplan Professional, 2015) and Masters of Financial Planning (Kaplan Professional, 2015).
Bertrand is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes margin lending advice.”
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Questions people ask
Is Bertrand Henri Bouchez a registered financial adviser?
Yes. Bertrand Henri Bouchez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002413.
Which licensee does Bertrand Henri Bouchez work under?
Lifewealth Pty Ltd, Australian financial services licence 279615.
What can Bertrand Henri Bouchez give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excludes margin lending advice."