Charles Bartell
Financial Adviser in Perth, Western Australia, Australia
Review Charles Bartell
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 number001000746
- Location
- Perth WA 6000
- Licensee
- Bell Potter Securities Limited (AFSL 243480)
- Authorised since
- 23 April 2012
- First provided advice
- 1995
- Qualifications
- PS146 Compliance Program, Securities Institute Education (2002); SDIA Accreditation Program Assessment, SDIA / Deakin University (2002); Level 2 Accredited Derivatives Adviser, ASX (2008); Professional Diploma in Stockbroking, Stockbrokers Association of Australia (2010)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Register status
- Current
About Charles Bartell
Charles Bartell is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001000746.
Charles provides advice as an authorised representative of Bell Potter Securities Limited, which holds Australian financial services licence 243480. That authorisation dates from 23 April 2012.
The register records 1995 as the year Charles first provided financial advice. The qualifications listed for Charles include PS146 Compliance Program (Securities Institute Education, 2002), SDIA Accreditation Program Assessment (SDIA / Deakin University, 2002) and Level 2 Accredited Derivatives Adviser (ASX, 2008). Charles is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
Charles is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total.
Reviews
Nobody has reviewed Charles Bartell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Charles Bartell a registered financial adviser?
Yes. Charles Bartell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000746.
Which licensee does Charles Bartell work under?
Bell Potter Securities Limited, Australian financial services licence 243480.
What can Charles Bartell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives.