Bronwen Batty
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308885
- Location
- Sydney NSW 2000
- Licensee
- Alteris Financial Group Pty Ltd (AFSL 402370)
- Authorised since
- 1 November 2021
- First provided advice
- 2003
- Qualifications
- Certificate in a Financial Markets, Securities Institute of Australia (1996); Diploma Financial Markets, Securities Institute of Aust. (2000); Diploma of Financial Markets, Securities Institute Education (2000); CFP Program, Fpa/Deakin University (2005); Certified Financial Planner, Financial Planning Association (2005); Aged Care Specialist, Strategy Steps (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); SMSF Specialist, Candish (2012); SMSF Course, University of Adelaide (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bronwen Batty
Bronwen Batty is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000308885).
Advice is given under the Australian financial services licence of Alteris Financial Group Pty Ltd, licence number 402370. That authorisation dates from 1 November 2021.
The register records 2003 as the year Bronwen first provided financial advice. Qualifications and training on file include Certificate in a Financial Markets (Securities Institute of Australia, 1996), Diploma Financial Markets (Securities Institute of Aust., 2000) and Diploma of Financial Markets (Securities Institute Education, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Bronwen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bronwen Batty a registered financial adviser?
Yes. Bronwen Batty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308885.
Which licensee does Bronwen Batty work under?
Alteris Financial Group Pty Ltd, Australian financial services licence 402370.
What can Bronwen Batty 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; standard margin lending.