Brendan Craig Bartlett
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000282995
- Location
- Launceston TAS 7250
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 8 December 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Tasmania (1998); Graduate Diploma of Financial Planning, Financial Services Institute of Australasia (FINSIA) (2006); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2008); Margin Lending and Geared Investments and SMSF, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: Class of product only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan Craig Bartlett
On the Financial Advisers Register kept by ASIC, Brendan Craig Bartlett appears as a current financial adviser in Launceston, Tasmania, adviser number 000282995.
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. That authorisation dates from 8 December 2004.
The register records 2004 as the year Brendan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 1998), Graduate Diploma of Financial Planning (Financial Services Institute of Australasia (FINSIA), 2006) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2008). Brendan is recorded as a member of Financial Advice Association of Australia (FAAA).
Brendan 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.
The register adds a condition to this authorisation: “Securities: Class of product only.”
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Questions people ask
Is Brendan Craig Bartlett a registered financial adviser?
Yes. Brendan Craig Bartlett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282995.
Which licensee does Brendan Craig Bartlett work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Brendan Craig Bartlett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: Class of product only."