David Paul Brennan Bartels
Financial Adviser in Herston, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325788
- Location
- Herston QLD 4006
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Pharmacy, University of Queensland (1998); Graduate Certificate in Applied Finance and Investment, Finsia Education (2004); Diploma of Financial Planning FNS50804, Kaplan Australia (2008); Self Managed Superannuation Fund, Kaplan Australia (2009); Advanced Diploma of Financial Planning, Kaplan Australia (2012)
- 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 David Paul Brennan Bartels
David Paul Brennan Bartels is a financial adviser in Herston, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000325788.
The licensee David advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 1 June 2021.
The register records 2008 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Pharmacy (University of Queensland, 1998), Graduate Certificate in Applied Finance and Investment (Finsia Education, 2004) and Diploma of Financial Planning FNS50804 (Kaplan Australia, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David 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 David Paul Brennan Bartels a registered financial adviser?
Yes. David Paul Brennan Bartels is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325788.
Which licensee does David Paul Brennan Bartels work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can David Paul Brennan Bartels 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.